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 | $251,811 | $117,983+113.4% | $101,794+147.4% | $142,382+76.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.86% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,256 | $2,773-54.7% | $2,289-45.1% | $4,299-70.8% |
| Participant deferral / active EE | $5,326 | $4,714+13.0% | $4,084+30.4% | $6,507-18.2% |
| Admin fee / account holder | $1,279 | $10,433-87.7% | $8,777-85.4% | $12,624-89.9% |