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 | $349,111 | $176,056+98.3% | $159,436+119.0% | $167,490+108.4% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 19.11% | 331.75%-312.6pp | 263.57%-244.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,772 | $5,297-66.6% | $4,829-63.3% | $4,837-63.4% |
| Participant deferral / active EE | $5,561 | $7,750-28.2% | $7,352-24.4% | $6,341-12.3% |
| Admin fee / account holder | $12,706 | $12,554+1.2% | $10,799+17.7% | $12,309+3.2% |