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 | $323,013 | $210,648+53.3% | $177,989+81.5% | $145,922+121.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 16.09% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,000 | $4,565-56.2% | $3,949-49.3% | $4,660-57.1% |
| Participant deferral / active EE | $7,651 | $6,958+10.0% | $6,276+21.9% | $6,688+14.4% |
| Admin fee / account holder | $1,377 | $12,013-88.5% | $10,363-86.7% | $13,397-89.7% |