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 | $389,553 | $105,998+267.5% | $92,233+322.4% | $147,584+164.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 14.23% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,957 | $4,333-54.8% | $3,679-46.8% | $4,876-59.9% |
| Participant deferral / active EE | $5,480 | $4,478+22.4% | $3,897+40.6% | $5,439+0.8% |
| Admin fee / account holder | $1,375 | $6,332-78.3% | $5,194-73.5% | $10,885-87.4% |