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 | $582,025 | $96,305+504.4% | $80,569+622.4% | $139,434+317.4% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 17.20% | 1350.08%-1332.9pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,991 | $3,262+22.3% | $2,723+46.5% | $4,751-16.0% |
| Participant deferral / active EE | $10,219 | $5,232+95.3% | $4,447+129.8% | $6,710+52.3% |
| Admin fee / account holder | $20,879 | $6,599+216.4% | $5,377+288.3% | $11,403+83.1% |