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 5-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 | $649,416 | $214,378+202.9% | $200,582+223.8% | $142,382+356.1% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 15.61% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,234 | $6,841-23.5% | $6,419-18.5% | $4,299+21.7% |
| Participant deferral / active EE | $7,417 | $9,865-24.8% | $9,331-20.5% | $6,507+14.0% |
| Admin fee / account holder | $119,583 | $17,692+575.9% | $16,305+633.4% | $12,624+847.3% |