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 | $374,657 | $100,852+271.5% | $90,404+314.4% | $158,922+135.7% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.8pp |
| Annual return | 15.00% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,461 | $3,689+20.9% | $3,262+36.7% | $4,761-6.3% |
| Participant deferral / active EE | $11,960 | $4,348+175.1% | $3,963+201.8% | $5,982+99.9% |
| Admin fee / account holder | $1,394 | $6,501-78.6% | $5,611-75.2% | $11,246-87.6% |