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 | $443,958 | $96,305+361.0% | $80,569+451.0% | $139,434+218.4% |
| Participation rate | 18.8% | 73.6%-54.9pp | 67.0%-48.2pp | 80.3%-61.6pp |
| Annual return | 12.51% | 1350.08%-1337.6pp | 935.43%-922.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,660 | $3,262-49.1% | $2,723-39.0% | $4,751-65.1% |
| Participant deferral / active EE | $2,070 | $5,232-60.4% | $4,447-53.4% | $6,710-69.1% |
| Admin fee / account holder | $13,898 | $6,599+110.6% | $5,377+158.5% | $11,403+21.9% |