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 | $441,379 | $72,071+512.4% | $68,368+545.6% | $137,256+221.6% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 15.63% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,648 | $2,788-40.9% | $2,649-37.8% | $4,156-60.3% |
| Participant deferral / active EE | $5,464 | $4,410+23.9% | $4,123+32.5% | $6,407-14.7% |
| Admin fee / account holder | $64,857 | $5,336+1115.6% | $5,150+1159.4% | $12,270+428.6% |