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 | $369,450 | $209,411+76.4% | $178,490+107.0% | $158,922+132.5% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 17.40% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,341 | $5,706-59.0% | $5,011-53.3% | $4,761-50.8% |
| Participant deferral / active EE | $3,520 | $5,954-40.9% | $5,202-32.3% | $5,982-41.2% |
| Admin fee / account holder | $3,315 | $17,074-80.6% | $13,984-76.3% | $11,246-70.5% |