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 | $306,540 | $115,770+164.8% | $101,248+202.8% | $158,922+92.9% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,383 | $4,175-42.9% | $3,660-34.9% | $4,761-50.0% |
| Participant deferral / active EE | $4,907 | $4,957-1.0% | $4,370+12.3% | $5,982-18.0% |
| Admin fee / account holder | $797 | $7,245-89.0% | $5,945-86.6% | $11,246-92.9% |