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 | $149,040+523.2% | $120,225+672.6% | $137,256+576.7% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 12.44% | 605.68%-593.2pp | 439.23%-426.8pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,468 | $4,350-66.3% | $3,475-57.8% | $4,156-64.7% |
| Participant deferral / active EE | $5,247 | $4,655+12.7% | $3,999+31.2% | $6,407-18.1% |
| Admin fee / account holder | $16,549 | $6,348+160.7% | $5,696+190.5% | $12,270+34.9% |