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 | $417,614 | $166,020+151.5% | $164,866+153.3% | $145,959+186.1% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.5pp |
| Annual return | 15.63% | 100.08%-84.5pp | 69.97%-54.3pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,149 | $5,275-59.3% | $4,343-50.5% | $4,661-53.9% |
| Participant deferral / active EE | $4,844 | $6,961-30.4% | $6,033-19.7% | $6,689-27.6% |
| Admin fee / account holder | $4,518 | $16,644-72.9% | $12,689-64.4% | $13,398-66.3% |