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 | $270,725 | $67,823+299.2% | $52,425+416.4% | $137,256+97.2% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 15.57% | 219.11%-203.5pp | 302.12%-286.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5 | $1,163-99.6% | $914-99.5% | $4,156-99.9% |
| Participant deferral / active EE | $1,938 | $2,288-15.3% | $1,790+8.2% | $6,407-69.8% |
| Admin fee / account holder | $1,072 | $2,844-62.3% | $2,495-57.1% | $12,270-91.3% |