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 | $387,401 | $70,756+447.5% | $65,493+491.5% | $142,382+172.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.79% | 1754.89%-1738.1pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,537 | $2,881-11.9% | $2,574-1.4% | $4,299-41.0% |
| Participant deferral / active EE | $2,368 | $4,637-48.9% | $3,961-40.2% | $6,507-63.6% |
| Admin fee / account holder | $983 | $6,559-85.0% | $5,028-80.5% | $12,624-92.2% |