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 | $358,265 | $109,327+227.7% | $89,391+300.8% | $158,922+125.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 13.07% | 345.68%-332.6pp | 245.62%-232.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,263 | $3,170+2.9% | $2,586+26.2% | $4,761-31.5% |
| Participant deferral / active EE | $9,410 | $4,598+104.6% | $3,890+141.9% | $5,982+57.3% |
| Admin fee / account holder | $10,011 | $6,153+62.7% | $4,881+105.1% | $11,246-11.0% |