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 | $269,764 | $81,248+232.0% | $155,509+73.5% | $80,856+233.6% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.2pp | 67.6%-14.7pp |
| Annual return | 17.95% | 33.31%-15.4pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,255 | $3,100-59.5% | $4,672-73.1% | $2,755-54.5% |
| Participant deferral / active EE | $4,016 | $3,452+16.4% | $5,626-28.6% | $4,296-6.5% |
| Admin fee / account holder | $11,256 | $7,997+40.7% | $15,912-29.3% | $6,918+62.7% |