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 | $349,559 | $70,606+395.1% | $53,898+548.6% | $142,382+145.5% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 18.33% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,099 | $1,202-8.6% | $932+17.9% | $4,299-74.4% |
| Participant deferral / active EE | $4,277 | $2,364+80.9% | $1,826+134.2% | $6,507-34.3% |
| Admin fee / account holder | $2,000 | $2,852-29.9% | $2,491-19.7% | $12,624-84.2% |