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 7-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 | $295,669 | $76,738+285.3% | $56,411+424.1% | $145,922+102.6% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.31% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $936 | $1,380-32.2% | $1,039-9.9% | $4,660-79.9% |
| Participant deferral / active EE | $6,084 | $2,623+132.0% | $1,952+211.7% | $6,688-9.0% |
| Admin fee / account holder | $1,316 | $3,334-60.5% | $2,829-53.5% | $13,397-90.2% |