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 | $262,130 | $89,753+192.1% | $107,525+143.8% | $84,808+209.1% |
| Participation rate | 32.7% | 68.1%-35.4pp | 75.1%-42.4pp | 68.3%-35.7pp |
| Annual return | 17.39% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $930 | $3,113-70.1% | $3,754-75.2% | $2,631-64.6% |
| Participant deferral / active EE | $2,247 | $4,056-44.6% | $5,116-56.1% | $4,212-46.6% |
| Admin fee / account holder | $3,022 | $7,222-58.2% | $8,919-66.1% | $7,344-58.8% |