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 | $442,563 | $115,770+282.3% | $101,248+337.1% | $158,922+178.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 23.84% | 56.14%-32.3pp | 46.47%-22.6pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,564 | $4,175-62.5% | $3,660-57.3% | $4,761-67.1% |
| Participant deferral / active EE | $3,709 | $4,957-25.2% | $4,370-15.1% | $5,982-38.0% |
| Admin fee / account holder | $2,819 | $7,245-61.1% | $5,945-52.6% | $11,246-74.9% |