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 | $297,812 | $138,044+115.7% | $125,339+137.6% | $134,475+121.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -4.08% | 750.33%-754.4pp | 572.05%-576.1pp | 417.96%-422.0pp |
| Employer contribution / active EE | $2,549 | $5,243-51.4% | $4,814-47.0% | $4,740-46.2% |
| Participant deferral / active EE | $16,823 | $7,799+115.7% | $7,446+125.9% | $6,400+162.9% |
| Admin fee / account holder | $3,667 | $11,571-68.3% | $10,010-63.4% | $11,426-67.9% |