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 | $391,981 | $178,174+120.0% | $156,181+151.0% | $137,256+185.6% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.8%-25.9pp | 80.0%-27.0pp |
| Annual return | 18.05% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,975 | $4,972-60.3% | $4,294-54.0% | $4,156-52.5% |
| Participant deferral / active EE | $7,013 | $6,888+1.8% | $6,132+14.4% | $6,407+9.5% |
| Admin fee / account holder | $833 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |