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 | $268,242 | $181,894+47.5% | $156,549+71.3% | $273,961-2.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 8.71% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $9,188 | $6,248+47.1% | $5,501+67.0% | $4,869+88.7% |
| Participant deferral / active EE | $4,938 | $5,550-11.0% | $4,871+1.4% | $5,287-6.6% |
| Admin fee / account holder | $31,573 | $15,559+102.9% | $13,027+142.4% | $10,132+211.6% |