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 | $325,343 | $84,233+286.2% | $170,442+90.9% | $70,131+363.9% |
| Participation rate | 7.7% | 70.8%-63.1pp | 83.6%-75.9pp | 69.5%-61.8pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,189 | $3,387-35.4% | $5,433-59.7% | $2,342-6.6% |
| Participant deferral / active EE | $1,487 | $3,086-51.8% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $2,783 | $5,698-51.2% | $13,880-80.0% | $4,645-40.1% |