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 | $618,695 | $157,256+293.4% | $141,162+338.3% | $152,861+304.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 23.07% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,839 | $5,261-65.0% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $5,736 | $7,109-19.3% | $6,709-14.5% | $5,850-2.0% |
| Admin fee / account holder | $3,374 | $12,120-72.2% | $10,261-67.1% | $11,596-70.9% |