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 | $547,165 | $202,318+170.4% | $172,739+216.8% | $152,861+258.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 18.89% | 1029.65%-1010.8pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $16,308 | $5,856+178.5% | $5,143+217.1% | $4,762+242.4% |
| Participant deferral / active EE | $12,933 | $5,948+117.4% | $5,198+148.8% | $5,850+121.1% |
| Admin fee / account holder | $3,756 | $17,109-78.0% | $13,954-73.1% | $11,596-67.6% |