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 | $288,319 | $168,632+71.0% | $147,614+95.3% | $125,391+129.9% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 10.20% | 77.65%-67.4pp | 61.98%-51.8pp | 282.22%-272.0pp |
| Employer contribution / active EE | $7,666 | $6,252+22.6% | $5,564+37.8% | $4,866+57.5% |
| Participant deferral / active EE | $16,750 | $5,507+204.2% | $4,895+242.2% | $5,352+213.0% |
| Admin fee / account holder | $632 | $13,580-95.3% | $11,611-94.6% | $9,540-93.4% |