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 | $851,146 | $176,056+383.5% | $159,436+433.8% | $167,490+408.2% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 20.74% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,883 | $5,297-26.7% | $4,829-19.6% | $4,837-19.7% |
| Participant deferral / active EE | $9,942 | $7,750+28.3% | $7,352+35.2% | $6,341+56.8% |
| Admin fee / account holder | $3,755 | $12,554-70.1% | $10,799-65.2% | $12,309-69.5% |