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 | $371,556 | $144,119+157.8% | $117,854+215.3% | $147,584+151.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 18.64% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,888 | $4,896-20.6% | $3,786+2.7% | $4,876-20.3% |
| Participant deferral / active EE | $14,648 | $5,316+175.5% | $4,482+226.8% | $5,439+169.3% |
| Admin fee / account holder | $11,869 | $10,886+9.0% | $8,020+48.0% | $10,885+9.0% |