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 | $532,189 | $135,952+291.5% | $123,892+329.6% | $273,961+94.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 20.91% | 56.63%-35.7pp | 47.52%-26.6pp | 41.45%-20.5pp |
| Employer contribution / active EE | $1,929 | $5,170-62.7% | $4,617-58.2% | $4,869-60.4% |
| Participant deferral / active EE | $10,798 | $6,343+70.2% | $5,984+80.4% | $5,287+104.2% |
| Admin fee / account holder | $36,195 | $9,817+268.7% | $8,357+333.1% | $10,132+257.2% |