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 | $431,916 | $104,907+311.7% | $84,611+410.5% | $152,861+182.6% |
| Participation rate | 58.3% | 74.8%-16.5pp | 68.2%-9.9pp | 82.4%-24.1pp |
| Annual return | 20.57% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,572 | $3,302-22.1% | $2,652-3.0% | $4,762-46.0% |
| Participant deferral / active EE | $6,824 | $4,688+45.6% | $3,899+75.0% | $5,850+16.6% |
| Admin fee / account holder | $10,112 | $6,241+62.0% | $4,912+105.8% | $11,596-12.8% |