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 | $257,890 | $117,983+118.6% | $101,794+153.3% | $142,382+81.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 15.29% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,919 | $2,773+5.3% | $2,289+27.5% | $4,299-32.1% |
| Participant deferral / active EE | $6,528 | $4,714+38.5% | $4,084+59.9% | $6,507+0.3% |
| Admin fee / account holder | $1,694 | $10,433-83.8% | $8,777-80.7% | $12,624-86.6% |