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 | $431,201 | $113,339+280.5% | $94,993+353.9% | $147,584+192.2% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 14.07% | 20.77%-6.7pp | 27.12%-13.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,164 | $3,160+95.0% | $2,603+136.8% | $4,876+26.4% |
| Participant deferral / active EE | $10,518 | $3,777+178.5% | $3,317+217.1% | $5,439+93.4% |
| Admin fee / account holder | $25,960 | $6,063+328.2% | $4,960+423.3% | $10,885+138.5% |