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 | $388,497 | $165,984+134.1% | $164,813+135.7% | $145,922+166.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 18.36% | 100.03%-81.7pp | 69.93%-51.6pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,126 | $6,959-12.0% | $6,031+1.6% | $6,688-8.4% |
| Admin fee / account holder | $20,175 | $16,648+21.2% | $12,690+59.0% | $13,397+50.6% |