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 | $275,461 | $217,402+26.7% | $185,823+48.2% | $167,490+64.5% |
| Participation rate | 69.2% | 86.0%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 10.56% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,535 | $5,873-73.9% | $5,167-70.3% | $4,837-68.3% |
| Participant deferral / active EE | $4,083 | $6,356-35.8% | $5,568-26.7% | $6,341-35.6% |
| Admin fee / account holder | $15,828 | $19,811-20.1% | $16,237-2.5% | $12,309+28.6% |