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 | $705,013 | $99,020+612.0% | $86,590+714.2% | $147,584+377.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 20.62% | 1312.34%-1291.7pp | 964.84%-944.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $18,000 | $3,132+474.7% | $2,839+534.0% | $4,876+269.1% |
| Participant deferral / active EE | $9,000 | $3,972+126.6% | $3,609+149.4% | $5,439+65.5% |
| Admin fee / account holder | $4,073 | $5,710-28.7% | $4,906-17.0% | $10,885-62.6% |