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 | $1,793,656 | $183,519+877.4% | $155,509+1053.4% | $145,922+1129.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 27.78% | 61.17%-33.4pp | 64.67%-36.9pp | 561.29%-533.5pp |
| Employer contribution / active EE | $2,916 | $5,313-45.1% | $4,672-37.6% | $4,660-37.4% |
| Participant deferral / active EE | $15,815 | $6,462+144.7% | $5,626+181.1% | $6,688+136.5% |
| Admin fee / account holder | $257,793 | $19,313+1234.8% | $15,912+1520.1% | $13,397+1824.3% |