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 | $332,223 | $89,753+270.2% | $107,525+209.0% | $84,808+291.7% |
| Participation rate | 32.0% | 68.1%-36.1pp | 75.1%-43.1pp | 68.3%-36.3pp |
| Annual return | 16.36% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,377 | $3,113-23.6% | $3,754-36.7% | $2,631-9.6% |
| Participant deferral / active EE | $4,426 | $4,056+9.1% | $5,116-13.5% | $4,212+5.1% |
| Admin fee / account holder | $1,865 | $7,222-74.2% | $8,919-79.1% | $7,344-74.6% |