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 | $468,241 | $154,117+203.8% | $129,995+260.2% | $139,434+235.8% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 17.33% | 32.48%-15.1pp | -137.18%+154.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,319 | $5,289-75.1% | $4,320-69.5% | $4,751-72.2% |
| Participant deferral / active EE | $8,497 | $6,710+26.6% | $5,820+46.0% | $6,710+26.6% |
| Admin fee / account holder | $1,792 | $14,007-87.2% | $10,614-83.1% | $11,403-84.3% |