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 | $309,295 | $133,922+131.0% | $116,228+166.1% | $142,382+117.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 13.38% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,528 | $3,446-26.6% | $2,994-15.6% | $4,299-41.2% |
| Participant deferral / active EE | $8,783 | $5,672+54.9% | $4,953+77.3% | $6,507+35.0% |
| Admin fee / account holder | $18,209 | $14,945+21.8% | $11,989+51.9% | $12,624+44.2% |