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 4-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 | $481,169 | $111,814+330.3% | $103,374+365.5% | $145,959+229.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.71% | 24.77%-6.1pp | 24.89%-6.2pp | 561.95%-543.2pp |
| Employer contribution / active EE | $21,750 | $4,214+416.2% | $3,869+462.1% | $4,661+366.7% |
| Participant deferral / active EE | $30,250 | $5,618+438.4% | $5,058+498.1% | $6,689+352.3% |
| Admin fee / account holder | $5,497 | $9,754-43.6% | $8,394-34.5% | $13,398-59.0% |