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 | $297,746 | $112,096+165.6% | $95,952+210.3% | $158,922+87.4% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 17.99% | 171.09%-153.1pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,753 | $3,198-13.9% | $2,541+8.3% | $4,761-42.2% |
| Participant deferral / active EE | $4,198 | $4,784-12.3% | $4,167+0.7% | $5,982-29.8% |
| Admin fee / account holder | $650 | $10,130-93.6% | $6,795-90.4% | $11,246-94.2% |