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 | $372,949 | $72,071+417.5% | $68,368+445.5% | $137,256+171.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.63% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,638 | $2,788+30.5% | $2,649+37.3% | $4,156-12.5% |
| Participant deferral / active EE | $5,054 | $4,410+14.6% | $4,123+22.6% | $6,407-21.1% |
| Admin fee / account holder | $2,679 | $5,336-49.8% | $5,150-48.0% | $12,270-78.2% |