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 | $396,632 | $118,849+233.7% | $96,562+310.8% | $167,490+136.8% |
| Participation rate | 69.2% | 75.5%-6.2pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 41.60% | 50.49%-8.9pp | 37.78%+3.8pp | 478.56%-437.0pp |
| Employer contribution / active EE | $1,358 | $3,120-56.5% | $2,356-42.4% | $4,837-71.9% |
| Participant deferral / active EE | $6,763 | $4,616+46.5% | $3,849+75.7% | $6,341+6.6% |
| Admin fee / account holder | $3,048 | $8,065-62.2% | $6,181-50.7% | $12,309-75.2% |