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 | $330,504 | $115,882+185.2% | $100,516+228.8% | $158,922+108.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 13.46% | 34.79%-21.3pp | 30.89%-17.4pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,300 | $4,103-19.6% | $3,418-3.4% | $4,761-30.7% |
| Participant deferral / active EE | $11,950 | $6,674+79.0% | $6,270+90.6% | $5,982+99.8% |
| Admin fee / account holder | $1,611 | $10,995-85.3% | $8,081-80.1% | $11,246-85.7% |