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 | $380,046 | $110,502+243.9% | $80,716+370.8% | $167,490+126.9% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 17.25% | 120.54%-103.3pp | 87.28%-70.0pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,078 | $1,543+34.7% | $1,160+79.2% | $4,837-57.0% |
| Participant deferral / active EE | $1,985 | $2,871-30.8% | $2,146-7.5% | $6,341-68.7% |
| Admin fee / account holder | $7,412 | $4,545+63.1% | $3,380+119.3% | $12,309-39.8% |