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 | $586,173 | $173,345+238.2% | $136,007+331.0% | $145,922+301.7% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.00% | 1163.32%-1152.3pp | 579.32%-568.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,415 | $5,278-35.3% | $4,217-19.0% | $4,660-26.7% |
| Participant deferral / active EE | $15,737 | $8,699+80.9% | $7,025+124.0% | $6,688+135.3% |
| Admin fee / account holder | $23,063 | $9,954+131.7% | $6,858+236.3% | $13,397+72.2% |