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 | $359,189 | $96,635+271.7% | $86,612+314.7% | $139,434+157.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 36.46% | 106.41%-70.0pp | 591.07%-554.6pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,200 | $3,263-63.2% | $3,022-60.3% | $4,751-74.7% |
| Participant deferral / active EE | $6,000 | $4,836+24.1% | $4,438+35.2% | $6,710-10.6% |
| Admin fee / account holder | $17,560 | $6,408+174.0% | $5,614+212.8% | $11,403+54.0% |