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 | $404,570 | $159,901+153.0% | $146,958+175.3% | $145,922+177.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,502 | $5,286-71.6% | $4,933-69.5% | $4,660-67.8% |
| Participant deferral / active EE | $5,871 | $8,428-30.3% | $8,070-27.3% | $6,688-12.2% |
| Admin fee / account holder | $3,244 | $15,044-78.4% | $12,998-75.0% | $13,397-75.8% |