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 | $252,920 | $117,841+114.6% | $102,423+146.9% | $145,922+73.3% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 12.31% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,793 | $3,615-50.4% | $3,023-40.7% | $4,660-61.5% |
| Participant deferral / active EE | $5,856 | $5,731+2.2% | $5,053+15.9% | $6,688-12.4% |
| Admin fee / account holder | $10,353 | $13,326-22.3% | $9,451+9.5% | $13,397-22.7% |