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 | $390,488 | $127,065+207.3% | $113,168+245.1% | $142,382+174.3% |
| Participation rate | 38.5% | 79.2%-40.7pp | 76.6%-38.1pp | 80.1%-41.7pp |
| Annual return | 10.90% | 24.03%-13.1pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,582 | $3,442-54.1% | $2,975-46.8% | $4,299-63.2% |
| Participant deferral / active EE | $5,401 | $5,716-5.5% | $5,107+5.8% | $6,507-17.0% |
| Admin fee / account holder | $33,219 | $15,736+111.1% | $12,068+175.3% | $12,624+163.1% |