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 | $258,527 | $108,642+138.0% | $74,701+246.1% | $152,861+69.1% |
| Participation rate | 53.8% | 65.3%-11.5pp | 54.5%-0.6pp | 82.4%-28.6pp |
| Annual return | 21.68% | 114.06%-92.4pp | 752.92%-731.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,582 | $1,503+71.8% | $1,084+138.3% | $4,762-45.8% |
| Participant deferral / active EE | $1,897 | $2,712-30.1% | $1,964-3.4% | $5,850-67.6% |
| Admin fee / account holder | $5,284 | $4,902+7.8% | $3,333+58.5% | $11,596-54.4% |