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 | $30,400+898.1% | $53,898+463.0% | $84,808+257.8% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 21.21% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $693 | $603+15.0% | $932-25.7% | $2,631-73.7% |
| Participant deferral / active EE | $5,107 | $1,199+326.1% | $1,826+179.6% | $4,212+21.3% |
| Admin fee / account holder | $3,047 | $1,993+52.9% | $2,491+22.3% | $7,344-58.5% |