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 | $800,254 | $214,378+273.3% | $200,582+299.0% | $142,382+462.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 21.56% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,677 | $6,841-75.5% | $6,419-73.9% | $4,299-61.0% |
| Participant deferral / active EE | $14,110 | $9,865+43.0% | $9,331+51.2% | $6,507+116.8% |
| Admin fee / account holder | $3,936 | $17,692-77.8% | $16,305-75.9% | $12,624-68.8% |