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 | $254,380 | $115,770+119.7% | $101,248+151.2% | $158,922+60.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 17.52% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,059 | $4,175-74.6% | $3,660-71.1% | $4,761-77.7% |
| Participant deferral / active EE | $8,519 | $4,957+71.8% | $4,370+94.9% | $5,982+42.4% |
| Admin fee / account holder | $18,831 | $7,245+159.9% | $5,945+216.7% | $11,246+67.5% |