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 | $303,438 | $29,319+934.9% | $52,425+478.8% | $82,448+268.0% |
| Participation rate | 26.7% | 46.9%-20.2pp | 55.6%-29.0pp | 68.1%-41.4pp |
| Annual return | 21.21% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $693 | $586+18.2% | $914-24.2% | $2,551-72.8% |
| Participant deferral / active EE | $5,107 | $1,171+336.0% | $1,790+185.2% | $4,139+23.4% |
| Admin fee / account holder | $3,047 | $1,962+55.3% | $2,495+22.1% | $7,234-57.9% |