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 | $265,095 | $71,050+273.1% | $93,606+183.2% | $80,856+227.9% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.6%-35.5pp |
| Annual return | 19.37% | 11.26%+8.1pp | 133.20%-113.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,175 | $1,564-24.9% | $2,420-51.5% | $2,755-57.4% |
| Participant deferral / active EE | $1,915 | $4,034-52.5% | $4,411-56.6% | $4,296-55.4% |
| Admin fee / account holder | $6,305 | $6,945-9.2% | $8,285-23.9% | $6,918-8.9% |