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 | $339,712 | $209,832+61.9% | $189,513+79.3% | $167,490+102.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 18.51% | 748.27%-729.8pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,280 | $6,914-52.6% | $6,162-46.8% | $4,837-32.2% |
| Participant deferral / active EE | $10,327 | $8,935+15.6% | $8,221+25.6% | $6,341+62.9% |
| Admin fee / account holder | $5,364 | $14,293-62.5% | $12,045-55.5% | $12,309-56.4% |