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 | $324,963 | $148,534+118.8% | $135,903+139.1% | $139,434+133.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.65% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,106 | $5,243-59.8% | $4,856-56.6% | $4,751-55.7% |
| Participant deferral / active EE | $4,508 | $8,100-44.3% | $7,758-41.9% | $6,710-32.8% |
| Admin fee / account holder | $1,218 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |