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 | $183,592+236.3% | $155,567+296.9% | $145,959+323.0% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 119.92% | 61.24%+58.7pp | 64.74%+55.2pp | 561.95%-442.0pp |
| Employer contribution / active EE | $1,805 | $5,315-66.0% | $4,674-61.4% | $4,661-61.3% |
| Participant deferral / active EE | $3,743 | $6,464-42.1% | $5,628-33.5% | $6,689-44.0% |
| Admin fee / account holder | $1,685 | $19,318-91.3% | $15,916-89.4% | $13,398-87.4% |