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 | $620,911 | $176,662+251.5% | $130,648+375.3% | $152,861+306.2% |
| Participation rate | 22.2% | 79.0%-56.7pp | 71.7%-49.5pp | 82.4%-60.2pp |
| Annual return | 21.73% | 2692.24%-2670.5pp | 1708.96%-1687.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,292 | $5,742-42.7% | $4,092-19.5% | $4,762-30.9% |
| Participant deferral / active EE | $5,533 | $4,361+26.9% | $3,603+53.6% | $5,850-5.4% |
| Admin fee / account holder | $3,141 | $7,133-56.0% | $5,464-42.5% | $11,596-72.9% |