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 | $426,531 | $217,402+96.2% | $185,823+129.5% | $167,490+154.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.96% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $4,337 | $5,873-26.2% | $5,167-16.1% | $4,837-10.3% |
| Participant deferral / active EE | $10,700 | $6,356+68.3% | $5,568+92.2% | $6,341+68.7% |
| Admin fee / account holder | $446 | $19,811-97.7% | $16,237-97.3% | $12,309-96.4% |