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 | $161,352+152.8% | $134,172+204.1% | $137,256+197.2% |
| Participation rate | 36.4% | 78.3%-41.9pp | 72.5%-36.1pp | 80.0%-43.6pp |
| Annual return | 14.37% | 28.72%-14.3pp | 25.30%-10.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,631 | $4,099-60.2% | $3,420-52.3% | $4,156-60.8% |
| Participant deferral / active EE | $11,202 | $5,552+101.8% | $4,690+138.8% | $6,407+74.8% |
| Admin fee / account holder | $3,473 | $15,028-76.9% | $12,016-71.1% | $12,270-71.7% |