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 | $383,611 | $149,040+157.4% | $120,225+219.1% | $137,256+179.5% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 20.51% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,076 | $4,350-75.3% | $3,475-69.0% | $4,156-74.1% |
| Participant deferral / active EE | $5,760 | $4,655+23.7% | $3,999+44.0% | $6,407-10.1% |
| Admin fee / account holder | $4,733 | $6,348-25.4% | $5,696-16.9% | $12,270-61.4% |