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 | $516,209 | $97,757+428.1% | $83,848+515.6% | $135,375+281.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.72% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $18,057 | $4,222+327.7% | $3,631+397.3% | $4,779+277.8% |
| Participant deferral / active EE | $10,500 | $4,682+124.2% | $4,082+157.2% | $5,609+87.2% |
| Admin fee / account holder | $4,741 | $6,674-29.0% | $5,478-13.5% | $10,827-56.2% |