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 | $258,381 | $102,604+151.8% | $86,188+199.8% | $139,434+85.3% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 16.43% | 1922.51%-1906.1pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,595 | $3,032-47.4% | $2,380-33.0% | $4,751-66.4% |
| Participant deferral / active EE | $5,229 | $4,676+11.8% | $3,985+31.2% | $6,710-22.1% |
| Admin fee / account holder | $5,870 | $8,657-32.2% | $6,852-14.3% | $11,403-48.5% |