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 | $250,071 | $110,502+126.3% | $80,716+209.8% | $167,490+49.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 15.70% | 120.54%-104.8pp | 87.28%-71.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,214 | $1,543+108.3% | $1,160+177.0% | $4,837-33.6% |
| Participant deferral / active EE | $5,771 | $2,871+101.0% | $2,146+169.0% | $6,341-9.0% |
| Admin fee / account holder | $9,959 | $4,545+119.2% | $3,380+194.7% | $12,309-19.1% |