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 | $333,403 | $183,592+81.6% | $155,567+114.3% | $145,959+128.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.30% | 61.24%-35.9pp | 64.74%-39.4pp | 561.95%-536.7pp |
| Employer contribution / active EE | $1,731 | $5,315-67.4% | $4,674-63.0% | $4,661-62.9% |
| Participant deferral / active EE | $11,034 | $6,464+70.7% | $5,628+96.1% | $6,689+65.0% |
| Admin fee / account holder | $2,562 | $19,318-86.7% | $15,916-83.9% | $13,398-80.9% |