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 | $359,895 | $95,803+275.7% | $113,168+218.0% | $84,808+324.4% |
| Participation rate | 16.7% | 72.9%-56.2pp | 76.6%-59.9pp | 68.3%-51.6pp |
| Annual return | 20.97% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,087 | $2,360-53.9% | $2,975-63.5% | $2,631-58.7% |
| Participant deferral / active EE | $2,378 | $4,242-44.0% | $5,107-53.4% | $4,212-43.5% |
| Admin fee / account holder | $2,894 | $8,989-67.8% | $12,068-76.0% | $7,344-60.6% |