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 | $274,697 | $112,729+143.7% | $98,716+178.3% | $137,256+100.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.3%-55.0pp | 80.0%-65.7pp |
| Annual return | 18.94% | 38.48%-19.5pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $571 | $2,725-79.0% | $2,279-74.9% | $4,156-86.3% |
| Participant deferral / active EE | $2,214 | $4,640-52.3% | $4,048-45.3% | $6,407-65.4% |
| Admin fee / account holder | $1,169 | $10,129-88.5% | $8,703-86.6% | $12,270-90.5% |