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 | $441,434 | $176,812+149.7% | $146,665+201.0% | $167,490+163.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 19.05% | 24.03%-5.0pp | 22.74%-3.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,630 | $5,160-49.0% | $4,136-36.4% | $4,837-45.6% |
| Participant deferral / active EE | $3,287 | $6,440-49.0% | $5,506-40.3% | $6,341-48.2% |
| Admin fee / account holder | $22,095 | $13,259+66.6% | $10,280+114.9% | $12,309+79.5% |