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 | $343,533 | $90,503+279.6% | $78,689+336.6% | $273,961+25.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 7.86% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,720 | $3,176-45.8% | $2,851-39.7% | $4,869-64.7% |
| Participant deferral / active EE | $5,991 | $3,901+53.6% | $3,517+70.4% | $5,287+13.3% |
| Admin fee / account holder | $4,825 | $5,263-8.3% | $4,510+7.0% | $10,132-52.4% |