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 | $517,413 | $183,592+181.8% | $155,567+232.6% | $145,959+254.5% |
| Participation rate | 18.8% | 82.7%-63.9pp | 78.2%-59.4pp | 80.3%-61.5pp |
| Annual return | 12.20% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,051 | $5,315-80.2% | $4,674-77.5% | $4,661-77.5% |
| Participant deferral / active EE | $2,227 | $6,464-65.5% | $5,628-60.4% | $6,689-66.7% |
| Admin fee / account holder | $624 | $19,318-96.8% | $15,916-96.1% | $13,398-95.3% |