See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478,009 | $163,101+193.1% | $136,749+249.6% | $142,382+235.7% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 11.01% | 27.54%-16.5pp | 24.33%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,280 | $4,117-68.9% | $3,400-62.3% | $4,299-70.2% |
| Participant deferral / active EE | $1,551 | $5,585-72.2% | $4,692-66.9% | $6,507-76.2% |
| Admin fee / account holder | $1,151 | $14,318-92.0% | $11,386-89.9% | $12,624-90.9% |