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 | $440,177 | $108,172+306.9% | $77,482+468.1% | $158,922+177.0% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 55.02% | 31.67%+23.3pp | 54.79%+0.2pp | 302.83%-247.8pp |
| Employer contribution / active EE | $466 | $1,325-64.8% | $986-52.8% | $4,761-90.2% |
| Participant deferral / active EE | $1,601 | $2,456-34.8% | $1,861-14.0% | $5,982-73.2% |
| Admin fee / account holder | $6,373 | $3,708+71.9% | $2,858+123.0% | $11,246-43.3% |