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 | $124,425+143.6% | $112,040+170.5% | $137,256+120.8% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,537 | $3,411-25.6% | $2,954-14.1% | $4,156-39.0% |
| Participant deferral / active EE | $6,813 | $5,718+19.1% | $5,098+33.7% | $6,407+6.3% |
| Admin fee / account holder | $9,280 | $15,207-39.0% | $12,098-23.3% | $12,270-24.4% |