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 | $359,141 | $105,998+238.8% | $92,233+289.4% | $147,584+143.3% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 15.64% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,669 | $4,333+30.8% | $3,679+54.1% | $4,876+16.3% |
| Participant deferral / active EE | $4,494 | $4,478+0.4% | $3,897+15.3% | $5,439-17.4% |
| Admin fee / account holder | $398 | $6,332-93.7% | $5,194-92.3% | $10,885-96.3% |