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 | $459,042 | $133,922+242.8% | $116,228+294.9% | $142,382+222.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 17.42% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $800 | $3,446-76.8% | $2,994-73.3% | $4,299-81.4% |
| Participant deferral / active EE | $5,372 | $5,672-5.3% | $4,953+8.4% | $6,507-17.5% |
| Admin fee / account holder | $5,554 | $14,945-62.8% | $11,989-53.7% | $12,624-56.0% |