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 8-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 | $317,491 | $68,097+366.2% | $62,929+404.5% | $137,256+131.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 19.76% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $18,960 | $2,811+574.5% | $2,505+657.0% | $4,156+356.2% |
| Participant deferral / active EE | $20,667 | $4,553+354.0% | $3,888+431.5% | $6,407+222.6% |
| Admin fee / account holder | $1,112 | $6,521-83.0% | $5,065-78.1% | $12,270-90.9% |