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 | $377,852 | $181,894+107.7% | $156,549+141.4% | $273,961+37.9% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 13.85% | 30.74%-16.9pp | 32.23%-18.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,546 | $6,248-59.3% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $5,613 | $5,550+1.1% | $4,871+15.2% | $5,287+6.2% |
| Admin fee / account holder | $3,685 | $15,559-76.3% | $13,027-71.7% | $10,132-63.6% |