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 | $545,162 | $127,264+328.4% | $109,895+396.1% | $167,490+225.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 14.55% | 22.97%-8.4pp | 29.45%-14.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $9,301 | $3,322+180.0% | $2,842+227.2% | $4,837+92.3% |
| Participant deferral / active EE | $11,274 | $4,514+149.7% | $4,048+178.5% | $6,341+77.8% |
| Admin fee / account holder | $346 | $7,114-95.1% | $6,066-94.3% | $12,309-97.2% |