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 | $347,591 | $96,635+259.7% | $86,612+301.3% | $139,434+149.3% |
| Participation rate | 9.1% | 74.4%-65.3pp | 71.7%-62.6pp | 80.3%-71.2pp |
| Annual return | 18.36% | 106.41%-88.1pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $487 | $3,263-85.1% | $3,022-83.9% | $4,751-89.7% |
| Participant deferral / active EE | $853 | $4,836-82.4% | $4,438-80.8% | $6,710-87.3% |
| Admin fee / account holder | $1,349 | $6,408-78.9% | $5,614-76.0% | $11,403-88.2% |