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 | $388,532 | $106,515+264.8% | $96,683+301.9% | $139,434+178.6% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 19.42% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,541 | $4,103+83.8% | $3,737+101.8% | $4,751+58.7% |
| Participant deferral / active EE | $5,399 | $5,454-1.0% | $4,878+10.7% | $6,710-19.5% |
| Admin fee / account holder | $5,330 | $7,877-32.3% | $6,730-20.8% | $11,403-53.3% |