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 | $282,367 | $124,425+126.9% | $112,040+152.0% | $137,256+105.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 12.62% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,066 | $3,411-68.8% | $2,954-63.9% | $4,156-74.4% |
| Participant deferral / active EE | $6,075 | $5,718+6.2% | $5,098+19.2% | $6,407-5.2% |
| Admin fee / account holder | $21,306 | $15,207+40.1% | $12,098+76.1% | $12,270+73.6% |