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 | $343,989 | $159,934+115.1% | $147,005+134.0% | $145,959+135.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.71% | 98.24%-87.5pp | 418.76%-408.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,876 | $5,287-64.5% | $4,934-62.0% | $4,661-59.7% |
| Participant deferral / active EE | $8,350 | $8,427-0.9% | $8,070+3.5% | $6,689+24.8% |
| Admin fee / account holder | $4,395 | $15,053-70.8% | $13,006-66.2% | $13,398-67.2% |