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 | $253,024 | $214,378+18.0% | $200,582+26.1% | $142,382+77.7% |
| Participation rate | 56.3% | 87.4%-31.2pp | 86.9%-30.6pp | 80.1%-23.9pp |
| Annual return | 14.17% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,076 | $6,841-55.0% | $6,419-52.1% | $4,299-28.4% |
| Participant deferral / active EE | $4,992 | $9,865-49.4% | $9,331-46.5% | $6,507-23.3% |
| Admin fee / account holder | $37,725 | $17,692+113.2% | $16,305+131.4% | $12,624+198.8% |