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 | $486,623 | $165,335+194.3% | $149,696+225.1% | $158,922+206.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.09% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,032 | $5,103+18.2% | $4,644+29.9% | $4,761+26.7% |
| Participant deferral / active EE | $13,228 | $7,181+84.2% | $6,842+93.3% | $5,982+121.1% |
| Admin fee / account holder | $2,580 | $10,807-76.1% | $9,309-72.3% | $11,246-77.1% |