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 | $328,210 | $96,305+240.8% | $80,569+307.4% | $139,434+135.4% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 25.43% | 1350.08%-1324.7pp | 935.43%-910.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,286 | $3,262-60.6% | $2,723-52.8% | $4,751-72.9% |
| Participant deferral / active EE | $7,992 | $5,232+52.8% | $4,447+79.7% | $6,710+19.1% |
| Admin fee / account holder | $65,440 | $6,599+891.7% | $5,377+1117.0% | $11,403+473.9% |