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 | $297,317 | $118,680+150.5% | $98,907+200.6% | $158,922+87.1% |
| Participation rate | 61.1% | 77.8%-16.7pp | 76.0%-14.9pp | 82.0%-20.8pp |
| Annual return | 13.94% | 372.35%-358.4pp | 196.43%-182.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,161 | $5,088-18.2% | $4,244-2.0% | $5,982-30.4% |
| Admin fee / account holder | $1,267 | $10,131-87.5% | $6,642-80.9% | $11,246-88.7% |