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 | $941,427 | $138,065+581.9% | $123,544+662.0% | $135,375+595.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.10% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $37,000 | $5,151+618.2% | $4,628+699.5% | $4,779+674.3% |
| Participant deferral / active EE | $16,333 | $6,799+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $21,612 | $10,916+98.0% | $9,284+132.8% | $10,827+99.6% |