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 | $466,421 | $114,047+309.0% | $96,139+385.2% | $167,490+178.5% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | 13.20% | 189.88%-176.7pp | 191.94%-178.7pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,506 | $3,427-56.1% | $2,797-46.2% | $4,837-68.9% |
| Participant deferral / active EE | $8,159 | $5,194+57.1% | $4,349+87.6% | $6,341+28.7% |
| Admin fee / account holder | $3,081 | $6,897-55.3% | $5,537-44.4% | $12,309-75.0% |