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 | $421,875 | $185,200+127.8% | $142,863+195.3% | $167,490+151.9% |
| Participation rate | 62.5% | 78.4%-15.9pp | 71.9%-9.4pp | 82.1%-19.6pp |
| Annual return | 12.54% | 8555.70%-8543.2pp | 5637.54%-5625.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,179 | $5,604-61.1% | $4,144-47.4% | $4,837-55.0% |
| Participant deferral / active EE | $5,507 | $4,494+22.5% | $3,837+43.5% | $6,341-13.2% |
| Admin fee / account holder | $26,168 | $8,031+225.8% | $6,560+298.9% | $12,309+112.6% |