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 | $310,595 | $102,966+201.6% | $90,281+244.0% | $152,861+103.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 23.53% | 95.16%-71.6pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,759 | $3,139-12.1% | $2,854-3.3% | $4,762-42.1% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,850+113.7% |
| Admin fee / account holder | $374 | $6,171-93.9% | $5,351-93.0% | $11,596-96.8% |