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 | $389,658 | $105,630+268.9% | $87,507+345.3% | $273,961+42.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 6.21% | 12.25%-6.0pp | 12.21%-6.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $295 | $3,141-90.6% | $2,550-88.4% | $4,869-93.9% |
| Participant deferral / active EE | $1,168 | $3,601-67.6% | $3,149-62.9% | $5,287-77.9% |
| Admin fee / account holder | $11,329 | $4,781+137.0% | $4,221+168.4% | $10,132+11.8% |