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 | $451,637 | $159,934+182.4% | $147,005+207.2% | $145,959+209.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 17.31% | 98.24%-80.9pp | 418.76%-401.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $15,357 | $5,287+190.5% | $4,934+211.2% | $4,661+229.5% |
| Participant deferral / active EE | $14,068 | $8,427+66.9% | $8,070+74.3% | $6,689+110.3% |
| Admin fee / account holder | $24,522 | $15,053+62.9% | $13,006+88.5% | $13,398+83.0% |