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 | $459,997 | $90,348+409.1% | $75,972+505.5% | $145,922+215.2% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.1%-41.3pp | 80.3%-52.5pp |
| Annual return | 9.10% | 620.88%-611.8pp | 359.55%-350.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,269 | $3,311-61.7% | $2,685-52.7% | $4,660-72.8% |
| Participant deferral / active EE | $1,519 | $5,162-70.6% | $4,255-64.3% | $6,688-77.3% |
| Admin fee / account holder | $14,949 | $8,467+76.6% | $6,467+131.2% | $13,397+11.6% |