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 | $252,158 | $238,490+5.7% | $180,183+39.9% | $142,382+77.1% |
| Participation rate | 69.6% | 82.3%-12.7pp | 77.4%-7.9pp | 80.1%-10.6pp |
| Annual return | 15.78% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,879 | $6,143-69.4% | $5,039-62.7% | $4,299-56.3% |
| Participant deferral / active EE | $2,857 | $7,996-64.3% | $6,822-58.1% | $6,507-56.1% |
| Admin fee / account holder | $3,001 | $28,866-89.6% | $19,975-85.0% | $12,624-76.2% |