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 | $265,186 | $54,705+384.8% | $71,209+272.4% | $84,808+212.7% |
| Participation rate | 30.3% | 64.1%-33.8pp | 73.8%-43.4pp | 68.3%-38.0pp |
| Annual return | 15.20% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,511 | $2,158+16.4% | $2,721-7.7% | $2,631-4.5% |
| Participant deferral / active EE | $4,220 | $3,030+39.3% | $4,175+1.1% | $4,212+0.2% |
| Admin fee / account holder | $12,753 | $4,863+162.2% | $5,349+138.4% | $7,344+73.7% |