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 | $377,830 | $106,515+254.7% | $96,683+290.8% | $139,434+171.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.11% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,268 | $4,103-20.3% | $3,737-12.5% | $4,751-31.2% |
| Participant deferral / active EE | $17,159 | $5,454+214.6% | $4,878+251.8% | $6,710+155.7% |
| Admin fee / account holder | $332 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |