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 | $259,645 | $102,966+152.2% | $90,281+187.6% | $152,861+69.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 28.88% | 95.16%-66.3pp | 78.10%-49.2pp | 345.32%-316.4pp |
| Employer contribution / active EE | $600 | $3,139-80.9% | $2,854-79.0% | $4,762-87.4% |
| Participant deferral / active EE | $3,000 | $4,281-29.9% | $3,885-22.8% | $5,850-48.7% |
| Admin fee / account holder | $9,151 | $6,171+48.3% | $5,351+71.0% | $11,596-21.1% |