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 | $979,765 | $165,984+490.3% | $164,813+494.5% | $145,922+571.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.11% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,995 | $5,273-43.2% | $4,341-31.0% | $4,660-35.7% |
| Participant deferral / active EE | $13,385 | $6,959+92.3% | $6,031+121.9% | $6,688+100.1% |
| Admin fee / account holder | $27,861 | $16,648+67.4% | $12,690+119.6% | $13,397+108.0% |