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 | $361,257 | $197,591+82.8% | $177,821+103.2% | $158,922+127.3% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.7%-57.7pp | 82.0%-52.0pp |
| Annual return | 18.39% | 58.76%-40.4pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,893 | $6,697-56.8% | $5,918-51.1% | $4,761-39.2% |
| Participant deferral / active EE | $8,598 | $8,405+2.3% | $7,714+11.5% | $5,982+43.7% |
| Admin fee / account holder | $60,210 | $15,399+291.0% | $12,427+384.5% | $11,246+435.4% |