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 | $303,077 | $127,065+138.5% | $113,168+167.8% | $142,382+112.9% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 14.18% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,537 | $3,442-26.3% | $2,975-14.7% | $4,299-41.0% |
| Participant deferral / active EE | $6,813 | $5,716+19.2% | $5,107+33.4% | $6,507+4.7% |
| Admin fee / account holder | $9,280 | $15,736-41.0% | $12,068-23.1% | $12,624-26.5% |