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 | $327,094 | $175,202+86.7% | $149,673+118.5% | $139,434+134.6% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 16.39% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,644 | $5,474-70.0% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $7,644 | $6,519+17.3% | $5,680+34.6% | $6,710+13.9% |
| Admin fee / account holder | $338 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |