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 | $275,736 | $126,574+117.8% | $106,213+159.6% | $145,922+89.0% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 12.87% | 224.79%-211.9pp | 116.14%-103.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,192 | $3,730-68.1% | $3,171-62.4% | $4,660-74.4% |
| Participant deferral / active EE | $2,309 | $5,724-59.7% | $5,016-54.0% | $6,688-65.5% |
| Admin fee / account holder | $3,729 | $17,304-78.5% | $11,033-66.2% | $13,397-72.2% |