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 | $1,578,724 | $181,894+767.9% | $156,549+908.5% | $273,961+476.3% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 4.06% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $3,426 | $6,248-45.2% | $5,501-37.7% | $4,869-29.6% |
| Participant deferral / active EE | $7,333 | $5,550+32.1% | $4,871+50.5% | $5,287+38.7% |
| Admin fee / account holder | $23,169 | $15,559+48.9% | $13,027+77.8% | $10,132+128.7% |