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 4-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 | $928,824 | $158,398+486.4% | $126,539+634.0% | $142,382+552.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 12.44% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,468 | $4,650-68.4% | $3,674-60.1% | $4,299-65.9% |
| Participant deferral / active EE | $5,247 | $4,767+10.1% | $4,083+28.5% | $6,507-19.4% |
| Admin fee / account holder | $16,549 | $6,918+139.2% | $6,065+172.9% | $12,624+31.1% |