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 | $255,523 | $99,341+157.2% | $84,750+201.5% | $273,961-6.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.42% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $9,649 | $4,214+129.0% | $3,574+170.0% | $4,869+98.2% |
| Participant deferral / active EE | $11,686 | $4,269+173.7% | $3,712+214.8% | $5,287+121.0% |
| Admin fee / account holder | $19,782 | $6,644+197.7% | $5,332+271.0% | $10,132+95.2% |