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 | $380,774 | $72,071+428.3% | $68,368+456.9% | $137,256+177.4% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 21.57% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $714 | $2,788-74.4% | $2,649-73.0% | $4,156-82.8% |
| Participant deferral / active EE | $6,896 | $4,410+56.4% | $4,123+67.3% | $6,407+7.6% |
| Admin fee / account holder | $1,524 | $5,336-71.4% | $5,150-70.4% | $12,270-87.6% |