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 | $407,968 | $163,101+150.1% | $136,749+198.3% | $142,382+186.5% |
| Participation rate | 36.4% | 78.2%-41.9pp | 72.1%-35.8pp | 80.1%-43.8pp |
| Annual return | 14.37% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,631 | $4,117-60.4% | $3,400-52.0% | $4,299-62.1% |
| Participant deferral / active EE | $11,202 | $5,585+100.6% | $4,692+138.8% | $6,507+72.2% |
| Admin fee / account holder | $3,473 | $14,318-75.7% | $11,386-69.5% | $12,624-72.5% |