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 | $265,169 | $99,918+165.4% | $81,382+225.8% | $145,922+81.7% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.6pp | 80.3%-26.4pp |
| Annual return | 10.18% | 34.32%-24.1pp | 24.73%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $963 | $2,978-67.7% | $2,463-60.9% | $4,660-79.3% |
| Participant deferral / active EE | $3,310 | $4,605-28.1% | $3,883-14.8% | $6,688-50.5% |
| Admin fee / account holder | $11,377 | $8,212+38.5% | $5,768+97.2% | $13,397-15.1% |