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 | $504,940 | $175,202+188.2% | $149,673+237.4% | $139,434+262.1% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 19.59% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,292 | $5,474-58.1% | $4,818-52.4% | $4,751-51.8% |
| Participant deferral / active EE | $10,813 | $6,519+65.9% | $5,680+90.4% | $6,710+61.1% |
| Admin fee / account holder | $9,411 | $16,150-41.7% | $13,210-28.8% | $11,403-17.5% |