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 | $255,218 | $69,207+268.8% | $64,056+298.4% | $139,434+83.0% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.43% | 45.88%-29.5pp | 33.69%-17.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,718 | $3,182+16.8% | $2,747+35.4% | $4,751-21.7% |
| Participant deferral / active EE | $7,999 | $4,682+70.9% | $3,880+106.1% | $6,710+19.2% |
| Admin fee / account holder | $812 | $4,244-80.9% | $3,068-73.5% | $11,403-92.9% |