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 | $658,538 | $140,940+367.2% | $112,229+486.8% | $139,434+372.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.54% | 32.71%-16.2pp | 30.20%-13.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,300 | $4,283-69.6% | $3,430-62.1% | $4,751-72.6% |
| Participant deferral / active EE | $13,247 | $5,874+125.5% | $4,798+176.1% | $6,710+97.4% |
| Admin fee / account holder | $7,053 | $9,954-29.1% | $7,748-9.0% | $11,403-38.1% |