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 | $486,070 | $214,378+126.7% | $200,582+142.3% | $142,382+241.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 387.01% | 46.41%+340.6pp | 42.33%+344.7pp | 217.08%+169.9pp |
| Employer contribution / active EE | $3,002 | $6,841-56.1% | $6,419-53.2% | $4,299-30.2% |
| Participant deferral / active EE | $6,134 | $9,865-37.8% | $9,331-34.3% | $6,507-5.7% |
| Admin fee / account holder | $112,870 | $17,692+538.0% | $16,305+592.3% | $12,624+794.1% |