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 | $1,749,426 | $190,805+816.9% | $159,960+993.7% | $134,475+1200.9% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -14.93% | 552.23%-567.2pp | 408.60%-423.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,275 | $4,995+25.6% | $4,226+48.5% | $4,740+32.4% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $14,349 | $10,471+37.0% | $8,698+65.0% | $11,426+25.6% |