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 | $257,782 | $100,852+155.6% | $90,404+185.1% | $158,922+62.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 18.74% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $862 | $3,689-76.6% | $3,262-73.6% | $4,761-81.9% |
| Participant deferral / active EE | $4,406 | $4,348+1.3% | $3,963+11.2% | $5,982-26.4% |
| Admin fee / account holder | $2,557 | $6,501-60.7% | $5,611-54.4% | $11,246-77.3% |