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 | $326,499 | $109,413+198.4% | $156,263+108.9% | $84,808+285.0% |
| Participation rate | 48.0% | 72.7%-24.7pp | 78.9%-30.9pp | 68.3%-20.3pp |
| Annual return | 17.78% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,245 | $2,907-57.2% | $4,333-71.3% | $2,631-52.7% |
| Participant deferral / active EE | $2,510 | $4,590-45.3% | $6,158-59.2% | $4,212-40.4% |
| Admin fee / account holder | $11,917 | $9,357+27.4% | $14,255-16.4% | $7,344+62.3% |