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 | $440,322 | $88,751+396.1% | $81,812+438.2% | $145,922+201.8% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 15.55% | 1025.40%-1009.9pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $416 | $3,083-86.5% | $2,912-85.7% | $4,660-91.1% |
| Participant deferral / active EE | $2,082 | $4,643-55.2% | $4,319-51.8% | $6,688-68.9% |
| Admin fee / account holder | $4,284 | $8,415-49.1% | $7,386-42.0% | $13,397-68.0% |