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 | $856,187 | $112,881+658.5% | $90,951+841.4% | $158,922+438.7% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 7.38% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,423 | $2,893-16.3% | $2,122+14.2% | $4,761-49.1% |
| Participant deferral / active EE | $18,233 | $4,128+341.7% | $3,373+440.6% | $5,982+204.8% |
| Admin fee / account holder | $45,633 | $8,041+467.5% | $5,959+665.8% | $11,246+305.8% |