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 | $370,636 | $183,519+102.0% | $155,509+138.3% | $145,922+154.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.83% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.5pp |
| Employer contribution / active EE | $12,458 | $5,313+134.5% | $4,672+166.6% | $4,660+167.4% |
| Participant deferral / active EE | $9,212 | $6,462+42.5% | $5,626+63.7% | $6,688+37.7% |
| Admin fee / account holder | $3,004 | $19,313-84.4% | $15,912-81.1% | $13,397-77.6% |