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 | $308,264 | $90,503+240.6% | $78,689+291.7% | $273,961+12.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.36% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $9,647 | $3,176+203.8% | $2,851+238.4% | $4,869+98.2% |
| Participant deferral / active EE | $8,847 | $3,901+126.8% | $3,517+151.6% | $5,287+67.3% |
| Admin fee / account holder | $2,444 | $5,263-53.6% | $4,510-45.8% | $10,132-75.9% |