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 9-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 | $327,463 | $100,852+224.7% | $90,404+262.2% | $158,922+106.1% |
| Participation rate | 8.7% | 75.0%-66.3pp | 72.7%-64.0pp | 82.0%-73.3pp |
| Annual return | 29.70% | 1724.20%-1694.5pp | 1293.02%-1263.3pp | 302.83%-273.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $788 | $4,348-81.9% | $3,963-80.1% | $5,982-86.8% |
| Admin fee / account holder | $876 | $6,501-86.5% | $5,611-84.4% | $11,246-92.2% |