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 | $291,146 | $88,710+228.2% | $81,783+256.0% | $145,959+99.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 25.43% | 1027.26%-1001.8pp | 775.05%-749.6pp | 561.95%-536.5pp |
| Employer contribution / active EE | $1,230 | $3,083-60.1% | $2,913-57.8% | $4,661-73.6% |
| Participant deferral / active EE | $1,795 | $4,645-61.3% | $4,320-58.4% | $6,689-73.2% |
| Admin fee / account holder | $22,223 | $8,407+164.3% | $7,380+201.1% | $13,398+65.9% |