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 | $347,922 | $54,762+535.3% | $90,281+285.4% | $72,985+376.7% |
| Participation rate | 22.2% | 65.1%-42.9pp | 73.3%-51.0pp | 69.5%-47.3pp |
| Annual return | 22.89% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $730 | $2,092-65.1% | $2,854-74.4% | $2,440-70.1% |
| Participant deferral / active EE | $2,615 | $2,887-9.4% | $3,885-32.7% | $3,607-27.5% |
| Admin fee / account holder | $4,004 | $3,972+0.8% | $5,351-25.2% | $5,124-21.9% |