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 | $310,114 | $106,515+191.1% | $96,683+220.8% | $139,434+122.4% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 11.11% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,925 | $4,103-28.7% | $3,737-21.7% | $4,751-38.4% |
| Participant deferral / active EE | $4,045 | $5,454-25.8% | $4,878-17.1% | $6,710-39.7% |
| Admin fee / account holder | $13,712 | $7,877+74.1% | $6,730+103.8% | $11,403+20.3% |