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 | $522,873 | $197,591+164.6% | $177,821+194.0% | $158,922+229.0% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.7%-57.7pp | 82.0%-52.0pp |
| Annual return | 10.38% | 58.76%-48.4pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,299 | $6,697-65.7% | $5,918-61.2% | $4,761-51.7% |
| Participant deferral / active EE | $7,800 | $8,405-7.2% | $7,714+1.1% | $5,982+30.4% |
| Admin fee / account holder | $1,752 | $15,399-88.6% | $12,427-85.9% | $11,246-84.4% |