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 7-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 | $291,883 | $109,413+166.8% | $156,263+86.8% | $84,808+244.2% |
| Participation rate | 35.9% | 72.7%-36.8pp | 78.9%-43.0pp | 68.3%-32.4pp |
| Annual return | 16.70% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,871 | $2,907-35.6% | $4,333-56.8% | $2,631-28.9% |
| Participant deferral / active EE | $3,755 | $4,590-18.2% | $6,158-39.0% | $4,212-10.8% |
| Admin fee / account holder | $862 | $9,357-90.8% | $14,255-94.0% | $7,344-88.3% |