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 | $537,215 | $100,852+432.7% | $90,404+494.2% | $158,922+238.0% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.8pp |
| Annual return | 12.46% | 1724.20%-1711.7pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,120 | $3,689-69.6% | $3,262-65.7% | $4,761-76.5% |
| Participant deferral / active EE | $1,667 | $4,348-61.7% | $3,963-57.9% | $5,982-72.1% |
| Admin fee / account holder | $4,522 | $6,501-30.4% | $5,611-19.4% | $11,246-59.8% |