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 | $262,024 | $99,020+164.6% | $86,590+202.6% | $147,584+77.5% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 10.54% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,802 | $3,132-42.5% | $2,839-36.5% | $4,876-63.1% |
| Participant deferral / active EE | $4,690 | $3,972+18.1% | $3,609+30.0% | $5,439-13.8% |
| Admin fee / account holder | $18,507 | $5,710+224.1% | $4,906+277.3% | $10,885+70.0% |