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 | $354,541 | $136,307+160.1% | $106,619+232.5% | $273,961+29.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 9.79% | 11.05%-1.3pp | 9.42%+0.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,315 | $5,190-36.1% | $3,947-16.0% | $4,869-31.9% |
| Participant deferral / active EE | $11,000 | $4,969+121.4% | $3,930+179.9% | $5,287+108.1% |
| Admin fee / account holder | $11,952 | $8,625+38.6% | $6,418+86.2% | $10,132+18.0% |