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 | $256,306 | $117,841+117.5% | $102,423+150.2% | $145,922+75.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 12.47% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,214 | $3,615-38.8% | $3,023-26.8% | $4,660-52.5% |
| Participant deferral / active EE | $6,382 | $5,731+11.4% | $5,053+26.3% | $6,688-4.6% |
| Admin fee / account holder | $50,397 | $13,326+278.2% | $9,451+433.3% | $13,397+276.2% |