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 | $283,456 | $88,751+219.4% | $81,812+246.5% | $145,922+94.3% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 9.52% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,586 | $3,083-16.1% | $2,912-11.2% | $4,660-44.5% |
| Participant deferral / active EE | $9,108 | $4,643+96.2% | $4,319+110.9% | $6,688+36.2% |
| Admin fee / account holder | $1,395 | $8,415-83.4% | $7,386-81.1% | $13,397-89.6% |