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 | $475,366 | $88,751+435.6% | $81,812+481.1% | $145,922+225.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 34.90% | 1025.40%-990.5pp | 773.79%-738.9pp | 561.29%-526.4pp |
| Employer contribution / active EE | $1,200 | $3,083-61.1% | $2,912-58.8% | $4,660-74.2% |
| Participant deferral / active EE | $6,000 | $4,643+29.2% | $4,319+38.9% | $6,688-10.3% |
| Admin fee / account holder | $20,060 | $8,415+138.4% | $7,386+171.6% | $13,397+49.7% |