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 | $252,856 | $159,901+58.1% | $146,958+72.1% | $145,922+73.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.46% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,711 | $5,286-29.8% | $4,933-24.8% | $4,660-20.4% |
| Participant deferral / active EE | $5,711 | $8,428-32.2% | $8,070-29.2% | $6,688-14.6% |
| Admin fee / account holder | $1,607 | $15,044-89.3% | $12,998-87.6% | $13,397-88.0% |