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 | $284,457 | $104,486+172.2% | $76,817+270.3% | $152,861+86.1% |
| Participation rate | 28.6% | 76.6%-48.0pp | 72.1%-43.5pp | 82.4%-53.9pp |
| Annual return | 22.57% | 1013.37%-990.8pp | 1166.11%-1143.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,170 | $3,116-62.5% | $2,302-49.2% | $4,762-75.4% |
| Participant deferral / active EE | $3,509 | $4,236-17.1% | $3,336+5.2% | $5,850-40.0% |
| Admin fee / account holder | $1,062 | $12,275-91.3% | $6,420-83.5% | $11,596-90.8% |