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 | $569,977 | $202,432+181.6% | $169,368+236.5% | $139,434+308.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 18.28% | 531.74%-513.5pp | 405.60%-387.3pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,850 | $4,692-39.3% | $4,013-29.0% | $4,751-40.0% |
| Participant deferral / active EE | $13,750 | $6,938+98.2% | $6,221+121.0% | $6,710+104.9% |
| Admin fee / account holder | $2,501 | $10,708-76.6% | $9,003-72.2% | $11,403-78.1% |