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 | $330,315 | $210,648+56.8% | $177,989+85.6% | $145,922+126.4% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 20.26% | 385.86%-365.6pp | 294.48%-274.2pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,126 | $4,565-53.4% | $3,949-46.2% | $4,660-54.4% |
| Participant deferral / active EE | $4,630 | $6,958-33.5% | $6,276-26.2% | $6,688-30.8% |
| Admin fee / account holder | $2,517 | $12,013-79.0% | $10,363-75.7% | $13,397-81.2% |