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 | $288,099 | $112,881+155.2% | $90,951+216.8% | $158,922+81.3% |
| Participation rate | 64.7% | 74.7%-10.0pp | 69.0%-4.3pp | 82.0%-17.3pp |
| Annual return | 6.96% | 215.79%-208.8pp | 134.60%-127.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,042 | $2,893-64.0% | $2,122-50.9% | $4,761-78.1% |
| Participant deferral / active EE | $2,071 | $4,128-49.8% | $3,373-38.6% | $5,982-65.4% |
| Admin fee / account holder | $14,507 | $8,041+80.4% | $5,959+143.5% | $11,246+29.0% |