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 | $442,254 | $126,574+249.4% | $106,213+316.4% | $145,922+203.1% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 23.24% | 224.79%-201.5pp | 116.14%-92.9pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,039 | $3,730-72.1% | $3,171-67.2% | $4,660-77.7% |
| Participant deferral / active EE | $6,930 | $5,724+21.1% | $5,016+38.2% | $6,688+3.6% |
| Admin fee / account holder | $42,792 | $17,304+147.3% | $11,033+287.8% | $13,397+219.4% |