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 | $256,990 | $70,756+263.2% | $65,493+292.4% | $142,382+80.5% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 16.01% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $927 | $2,881-67.8% | $2,574-64.0% | $4,299-78.4% |
| Participant deferral / active EE | $1,697 | $4,637-63.4% | $3,961-57.2% | $6,507-73.9% |
| Admin fee / account holder | $1,317 | $6,559-79.9% | $5,028-73.8% | $12,624-89.6% |