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 | $357,103 | $226,064+58.0% | $182,532+95.6% | $152,861+133.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 27.73% | 192.51%-164.8pp | 148.54%-120.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,585 | $4,978-28.0% | $4,076-12.1% | $4,762-24.7% |
| Participant deferral / active EE | $15,125 | $6,368+137.5% | $5,524+173.8% | $5,850+158.5% |
| Admin fee / account holder | $1,229 | $10,703-88.5% | $8,592-85.7% | $11,596-89.4% |