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 | $602,455 | $104,486+476.6% | $76,817+684.3% | $152,861+294.1% |
| Participation rate | 28.6% | 76.6%-48.0pp | 72.1%-43.5pp | 82.4%-53.9pp |
| Annual return | 28.25% | 1013.37%-985.1pp | 1166.11%-1137.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,400 | $3,116-23.0% | $2,302+4.3% | $4,762-49.6% |
| Participant deferral / active EE | $3,571 | $4,236-15.7% | $3,336+7.1% | $5,850-39.0% |
| Admin fee / account holder | $13,862 | $12,275+12.9% | $6,420+115.9% | $11,596+19.5% |