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 | $293,476 | $217,402+35.0% | $185,823+57.9% | $167,490+75.2% |
| Participation rate | 36.4% | 86.0%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 21.30% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,964 | $5,873-66.6% | $5,167-62.0% | $4,837-59.4% |
| Participant deferral / active EE | $8,864 | $6,356+39.4% | $5,568+59.2% | $6,341+39.8% |
| Admin fee / account holder | $5,039 | $19,811-74.6% | $16,237-69.0% | $12,309-59.1% |