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 | $362,468 | $202,432+79.1% | $169,368+114.0% | $139,434+160.0% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.1%-49.9pp | 80.3%-53.0pp |
| Annual return | 11.11% | 531.74%-520.6pp | 405.60%-394.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,610 | $4,692-44.4% | $4,013-35.0% | $4,751-45.1% |
| Participant deferral / active EE | $5,759 | $6,938-17.0% | $6,221-7.4% | $6,710-14.2% |
| Admin fee / account holder | $1,029 | $10,708-90.4% | $9,003-88.6% | $11,403-91.0% |