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 | $1,053,583 | $162,781+547.2% | $133,956+686.5% | $158,922+563.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 22.80% | 41.94%-19.1pp | 45.09%-22.3pp | 302.83%-280.0pp |
| Employer contribution / active EE | $21,705 | $4,975+336.2% | $3,919+453.9% | $4,761+355.9% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $2,155 | $11,736-81.6% | $8,927-75.9% | $11,246-80.8% |