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 | $273,177 | $214,378+27.4% | $200,582+36.2% | $142,382+91.9% |
| Participation rate | 65.2% | 87.4%-22.2pp | 86.9%-21.7pp | 80.1%-14.9pp |
| Annual return | 14.60% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,844 | $6,841-14.6% | $6,419-9.0% | $4,299+35.9% |
| Participant deferral / active EE | $12,254 | $9,865+24.2% | $9,331+31.3% | $6,507+88.3% |
| Admin fee / account holder | $2,380 | $17,692-86.5% | $16,305-85.4% | $12,624-81.1% |