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 | $391,861 | $198,466+97.4% | $170,442+129.9% | $147,584+165.5% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 20.76% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,583 | $6,184-74.4% | $5,433-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $9,288 | $5,629+65.0% | $4,939+88.0% | $5,439+70.8% |
| Admin fee / account holder | $1,324 | $16,852-92.1% | $13,880-90.5% | $10,885-87.8% |