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 | $526,357 | $96,305+446.6% | $80,569+553.3% | $139,434+277.5% |
| Participation rate | 15.0% | 73.6%-58.6pp | 67.0%-52.0pp | 80.3%-65.3pp |
| Annual return | 16.39% | 1350.08%-1333.7pp | 935.43%-919.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $721 | $3,262-77.9% | $2,723-73.5% | $4,751-84.8% |
| Participant deferral / active EE | $3,260 | $5,232-37.7% | $4,447-26.7% | $6,710-51.4% |
| Admin fee / account holder | $6,122 | $6,599-7.2% | $5,377+13.9% | $11,403-46.3% |