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 | $540,544 | $106,890+405.7% | $84,015+543.4% | $152,861+253.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 18.28% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,670 | $2,734-2.4% | $1,983+34.6% | $4,762-43.9% |
| Participant deferral / active EE | $11,266 | $4,011+180.9% | $3,239+247.9% | $5,850+92.6% |
| Admin fee / account holder | $28,774 | $8,285+247.3% | $6,101+371.7% | $11,596+148.1% |