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 | $364,938 | $165,335+120.7% | $149,696+143.8% | $158,922+129.6% |
| Participation rate | 18.2% | 84.6%-66.4pp | 82.5%-64.3pp | 82.0%-63.8pp |
| Annual return | 10.21% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,273 | $5,103-75.1% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $3,926 | $7,181-45.3% | $6,842-42.6% | $5,982-34.4% |
| Admin fee / account holder | $14,696 | $10,807+36.0% | $9,309+57.9% | $11,246+30.7% |