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 | $301,476 | $176,662+70.7% | $130,648+130.8% | $152,861+97.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 21.99% | 2692.24%-2670.2pp | 1708.96%-1687.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,079 | $5,742-63.8% | $4,092-49.2% | $4,762-56.3% |
| Participant deferral / active EE | $4,777 | $4,361+9.5% | $3,603+32.6% | $5,850-18.3% |
| Admin fee / account holder | $6,075 | $7,133-14.8% | $5,464+11.2% | $11,596-47.6% |