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 | $254,926 | $94,752+169.0% | $112,887+125.8% | $139,434+82.8% |
| Participation rate | 69.2% | 81.3%-12.0pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 17.15% | 40.88%-23.7pp | 34.10%-16.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,462 | $4,625-46.8% | $4,563-46.1% | $4,751-48.2% |
| Participant deferral / active EE | $11,236 | $6,512+72.5% | $6,513+72.5% | $6,710+67.5% |
| Admin fee / account holder | $1,517 | $8,527-82.2% | $7,047-78.5% | $11,403-86.7% |