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 | $510,432 | $96,305+430.0% | $80,569+533.5% | $139,434+266.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 12.09% | 1350.08%-1338.0pp | 935.43%-923.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,361 | $3,262+3.0% | $2,723+23.4% | $4,751-29.2% |
| Participant deferral / active EE | $17,367 | $5,232+231.9% | $4,447+290.5% | $6,710+158.8% |
| Admin fee / account holder | $312 | $6,599-95.3% | $5,377-94.2% | $11,403-97.3% |