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 | $617,373 | $183,519+236.4% | $155,509+297.0% | $145,922+323.1% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 119.92% | 61.17%+58.8pp | 64.67%+55.3pp | 561.29%-441.4pp |
| Employer contribution / active EE | $1,805 | $5,313-66.0% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $3,743 | $6,462-42.1% | $5,626-33.5% | $6,688-44.0% |
| Admin fee / account holder | $1,685 | $19,313-91.3% | $15,912-89.4% | $13,397-87.4% |