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 | $451,371 | $171,865+162.6% | $149,718+201.5% | $147,584+205.8% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 12.84% | 2113.22%-2100.4pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $11,969 | $6,275+90.7% | $5,445+119.8% | $4,876+145.5% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $495 | $13,799-96.4% | $11,283-95.6% | $10,885-95.5% |