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 | $412,493 | $228,332+80.7% | $185,823+122.0% | $158,922+159.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 183.77% | 40.80%+143.0pp | 35.95%+147.8pp | 302.83%-119.1pp |
| Employer contribution / active EE | $1,558 | $4,967-68.6% | $4,087-61.9% | $4,761-67.3% |
| Participant deferral / active EE | $6,127 | $6,415-4.5% | $5,632+8.8% | $5,982+2.4% |
| Admin fee / account holder | $171,534 | $11,864+1345.9% | $9,500+1705.6% | $11,246+1425.3% |