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 | $455,379 | $102,966+342.3% | $90,281+404.4% | $152,861+197.9% |
| Participation rate | 11.1% | 75.9%-64.8pp | 73.3%-62.2pp | 82.4%-71.3pp |
| Annual return | 18.82% | 95.16%-76.3pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,222 | $3,139-61.1% | $2,854-57.2% | $4,762-74.3% |
| Participant deferral / active EE | $1,667 | $4,281-61.1% | $3,885-57.1% | $5,850-71.5% |
| Admin fee / account holder | $4,322 | $6,171-30.0% | $5,351-19.2% | $11,596-62.7% |