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 | $255,458 | $118,680+115.2% | $98,907+158.3% | $158,922+60.7% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 8.44% | 372.35%-363.9pp | 196.43%-188.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,259 | $3,333-32.2% | $2,689-16.0% | $4,761-52.5% |
| Participant deferral / active EE | $5,589 | $5,088+9.8% | $4,244+31.7% | $5,982-6.6% |
| Admin fee / account holder | $1,520 | $10,131-85.0% | $6,642-77.1% | $11,246-86.5% |