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 | $259,116 | $70,756+266.2% | $65,493+295.6% | $142,382+82.0% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 17.45% | 1754.89%-1737.4pp | 982.45%-965.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,377 | $2,881-17.5% | $2,574-7.7% | $4,299-44.7% |
| Participant deferral / active EE | $7,458 | $4,637+60.8% | $3,961+88.3% | $6,507+14.6% |
| Admin fee / account holder | $1,288 | $6,559-80.4% | $5,028-74.4% | $12,624-89.8% |