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 | $638,410 | $108,919+486.1% | $100,391+535.9% | $145,922+337.5% |
| Participation rate | 55.6% | 82.9%-27.4pp | 81.5%-25.9pp | 80.3%-24.7pp |
| Annual return | 16.67% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,785 | $8,445+75.1% | $8,082+82.9% | $6,688+121.1% |
| Admin fee / account holder | $2,263 | $9,689-76.6% | $7,899-71.4% | $13,397-83.1% |