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 | $310,394 | $102,604+202.5% | $86,188+260.1% | $139,434+122.6% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.0%-46.7pp | 80.3%-58.1pp |
| Annual return | 18.48% | 1922.51%-1904.0pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $800 | $3,032-73.6% | $2,380-66.4% | $4,751-83.2% |
| Participant deferral / active EE | $4,556 | $4,676-2.6% | $3,985+14.3% | $6,710-32.1% |
| Admin fee / account holder | $2,060 | $8,657-76.2% | $6,852-69.9% | $11,403-81.9% |