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 | $266,301 | $755,339-64.7% | $379,746-29.9% | $158,922+67.6% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 13.19% | 53.41%-40.2pp | 34.90%-21.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,428 | $4,685-5.5% | $3,540+25.1% | $4,761-7.0% |
| Participant deferral / active EE | $10,360 | $7,938+30.5% | $6,024+72.0% | $5,982+73.2% |
| Admin fee / account holder | $19,124 | $14,482+32.1% | $7,927+141.3% | $11,246+70.1% |