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 | $295,560 | $198,466+48.9% | $170,442+73.4% | $147,584+100.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 25.31% | 257.29%-232.0pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $3,445 | $6,184-44.3% | $5,433-36.6% | $4,876-29.4% |
| Participant deferral / active EE | $14,048 | $5,629+149.5% | $4,939+184.4% | $5,439+158.3% |
| Admin fee / account holder | $6,000 | $16,852-64.4% | $13,880-56.8% | $10,885-44.9% |