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 | $277,753 | $158,398+75.4% | $126,539+119.5% | $142,382+95.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 13.60% | 593.76%-580.2pp | 425.95%-412.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $132 | $4,650-97.2% | $3,674-96.4% | $4,299-96.9% |
| Participant deferral / active EE | $6,322 | $4,767+32.6% | $4,083+54.8% | $6,507-2.9% |
| Admin fee / account holder | $10,110 | $6,918+46.1% | $6,065+66.7% | $12,624-19.9% |