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 | $165,984+151.6% | $164,813+153.4% | $145,922+186.2% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.5pp |
| Annual return | 15.63% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,149 | $5,273-59.3% | $4,341-50.5% | $4,660-53.9% |
| Participant deferral / active EE | $4,844 | $6,959-30.4% | $6,031-19.7% | $6,688-27.6% |
| Admin fee / account holder | $4,518 | $16,648-72.9% | $12,690-64.4% | $13,397-66.3% |