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 | $462,708 | $202,432+128.6% | $169,368+173.2% | $139,434+231.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.08% | 531.74%-509.7pp | 405.60%-383.5pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,249 | $4,692+97.1% | $4,013+130.5% | $4,751+94.7% |
| Participant deferral / active EE | $2,999 | $6,938-56.8% | $6,221-51.8% | $6,710-55.3% |
| Admin fee / account holder | $5,798 | $10,708-45.9% | $9,003-35.6% | $11,403-49.2% |