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 | $734,097 | $138,044+431.8% | $125,339+485.7% | $134,475+445.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -13.61% | 750.33%-763.9pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,575 | $5,243-50.9% | $4,814-46.5% | $4,740-45.7% |
| Participant deferral / active EE | $5,334 | $7,799-31.6% | $7,446-28.4% | $6,400-16.7% |
| Admin fee / account holder | $4,566 | $11,571-60.5% | $10,010-54.4% | $11,426-60.0% |