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 | $310,210 | $157,256+97.3% | $141,162+119.8% | $152,861+102.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 18.45% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,753 | $5,261-28.7% | $4,735-20.7% | $4,762-21.2% |
| Participant deferral / active EE | $8,278 | $7,109+16.4% | $6,709+23.4% | $5,850+41.5% |
| Admin fee / account holder | $1,316 | $12,120-89.1% | $10,261-87.2% | $11,596-88.6% |