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 | $458,247 | $56,110+716.7% | $94,993+382.4% | $70,131+553.4% |
| Participation rate | 8.3% | 65.0%-56.7pp | 73.9%-65.6pp | 69.5%-61.2pp |
| Annual return | 17.33% | 51.02%-33.7pp | 27.12%-9.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $511 | $1,442-64.5% | $2,603-80.4% | $2,342-78.2% |
| Participant deferral / active EE | $2,865 | $2,391+19.8% | $3,317-13.6% | $3,332-14.0% |
| Admin fee / account holder | $19,385 | $3,456+460.8% | $4,960+290.8% | $4,645+317.3% |