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 | $309,592 | $72,400+327.6% | $67,502+358.6% | $145,922+112.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 12.84% | 7182.46%-7169.6pp | 3512.12%-3499.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,267 | $3,069+71.6% | $2,731+92.9% | $4,660+13.0% |
| Participant deferral / active EE | $7,692 | $4,783+60.8% | $4,000+92.3% | $6,688+15.0% |
| Admin fee / account holder | $557 | $5,539-89.9% | $3,998-86.1% | $13,397-95.8% |