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 8-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 | $273,380 | $60,022+355.5% | $88,946+207.4% | $84,808+222.4% |
| Participation rate | 28.0% | 57.8%-29.8pp | 68.8%-40.8pp | 68.3%-40.3pp |
| Annual return | 20.43% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $713 | $1,703-58.1% | $2,555-72.1% | $2,631-72.9% |
| Participant deferral / active EE | $3,285 | $3,114+5.5% | $4,581-28.3% | $4,212-22.0% |
| Admin fee / account holder | $2,104 | $4,811-56.3% | $8,261-74.5% | $7,344-71.4% |