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 9-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 | $302,097 | $159,934+88.9% | $147,005+105.5% | $145,959+107.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.42% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,040 | $5,287-4.7% | $4,934+2.1% | $4,661+8.1% |
| Participant deferral / active EE | $8,820 | $8,427+4.7% | $8,070+9.3% | $6,689+31.9% |
| Admin fee / account holder | $3,004 | $15,053-80.0% | $13,006-76.9% | $13,398-77.6% |