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 | $413,562 | $88,751+366.0% | $81,812+405.5% | $145,922+183.4% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 10.14% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $689 | $3,083-77.6% | $2,912-76.3% | $4,660-85.2% |
| Participant deferral / active EE | $1,034 | $4,643-77.7% | $4,319-76.1% | $6,688-84.5% |
| Admin fee / account holder | $3,264 | $8,415-61.2% | $7,386-55.8% | $13,397-75.6% |