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 | $447,830 | $197,591+126.6% | $177,821+151.8% | $158,922+181.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 21.22% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $15,306 | $6,697+128.5% | $5,918+158.6% | $4,761+221.5% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $2,034 | $15,399-86.8% | $12,427-83.6% | $11,246-81.9% |