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 | $250,932 | $157,256+59.6% | $141,162+77.8% | $152,861+64.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 18.66% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,084 | $5,261-60.4% | $4,735-56.0% | $4,762-56.2% |
| Participant deferral / active EE | $7,662 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | $7,910 | $12,120-34.7% | $10,261-22.9% | $11,596-31.8% |