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 | $370,283 | $112,881+228.0% | $90,951+307.1% | $158,922+133.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 12.66% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,489 | $2,893-48.5% | $2,122-29.8% | $4,761-68.7% |
| Participant deferral / active EE | $4,826 | $4,128+16.9% | $3,373+43.1% | $5,982-19.3% |
| Admin fee / account holder | $4,452 | $8,041-44.6% | $5,959-25.3% | $11,246-60.4% |