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 | $415,172 | $150,197+176.4% | $120,368+244.9% | $145,959+184.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 18.79% | 154.26%-135.5pp | 107.26%-88.5pp | 561.95%-543.2pp |
| Employer contribution / active EE | $14,073 | $4,350+223.5% | $3,465+306.2% | $4,661+201.9% |
| Participant deferral / active EE | $12,590 | $6,174+103.9% | $4,991+152.2% | $6,689+88.2% |
| Admin fee / account holder | $2,953 | $12,216-75.8% | $9,429-68.7% | $13,398-78.0% |