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 | $386,282 | $109,817+251.8% | $98,442+292.4% | $167,490+130.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 24.08% | 1956.69%-1932.6pp | 1492.73%-1468.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $738 | $3,224-77.1% | $2,960-75.1% | $4,837-84.7% |
| Participant deferral / active EE | $3,690 | $4,673-21.0% | $4,276-13.7% | $6,341-41.8% |
| Admin fee / account holder | $25,060 | $6,753+271.1% | $5,949+321.2% | $12,309+103.6% |