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 | $289,221 | $85,766+237.2% | $136,294+112.2% | $70,131+312.4% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 17.80% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $11,346 | $2,966+282.5% | $4,695+141.6% | $2,342+384.4% |
| Participant deferral / active EE | $7,103 | $5,051+40.6% | $6,247+13.7% | $3,332+113.2% |
| Admin fee / account holder | $7,877 | $5,420+45.3% | $9,243-14.8% | $4,645+69.6% |