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 | $335,809 | $126,574+165.3% | $106,213+216.2% | $145,922+130.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.55% | 224.79%-207.2pp | 116.14%-98.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,881 | $3,730-22.8% | $3,171-9.1% | $4,660-38.2% |
| Participant deferral / active EE | $7,691 | $5,724+34.4% | $5,016+53.3% | $6,688+15.0% |
| Admin fee / account holder | $1,843 | $17,304-89.3% | $11,033-83.3% | $13,397-86.2% |