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 | $251,113 | $85,766+192.8% | $136,294+84.2% | $70,131+258.1% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $7,394 | $2,966+149.3% | $4,695+57.5% | $2,342+215.6% |
| Participant deferral / active EE | $8,470 | $5,051+67.7% | $6,247+35.6% | $3,332+154.2% |
| Admin fee / account holder | $5,293 | $5,420-2.3% | $9,243-42.7% | $4,645+13.9% |