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 | $692,960 | $88,710+681.2% | $81,783+747.3% | $145,959+374.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 21.55% | 1027.26%-1005.7pp | 775.05%-753.5pp | 561.95%-540.4pp |
| Employer contribution / active EE | $1,570 | $3,083-49.1% | $2,913-46.1% | $4,661-66.3% |
| Participant deferral / active EE | $1,570 | $4,645-66.2% | $4,320-63.7% | $6,689-76.5% |
| Admin fee / account holder | $4,710 | $8,407-44.0% | $7,380-36.2% | $13,398-64.8% |