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 | $305,192 | $115,770+163.6% | $101,248+201.4% | $158,922+92.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 19.38% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,823 | $4,175-56.3% | $3,660-50.2% | $4,761-61.7% |
| Participant deferral / active EE | $6,515 | $4,957+31.4% | $4,370+49.1% | $5,982+8.9% |
| Admin fee / account holder | $11,768 | $7,245+62.4% | $5,945+97.9% | $11,246+4.6% |