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 | $315,683 | $148,978+111.9% | $200,582+57.4% | $84,808+272.2% |
| Participation rate | 22.7% | 84.2%-61.5pp | 86.9%-64.2pp | 68.3%-45.6pp |
| Annual return | 15.05% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,430 | $4,815-49.5% | $6,419-62.1% | $2,631-7.7% |
| Participant deferral / active EE | $5,031 | $7,142-29.6% | $9,331-46.1% | $4,212+19.5% |
| Admin fee / account holder | $149,598 | $13,977+970.3% | $16,305+817.5% | $7,344+1937.1% |