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 | $378,078 | $150,440+151.3% | $136,294+177.4% | $147,584+156.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.20% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $7,140 | $5,256+35.8% | $4,695+52.1% | $4,876+46.4% |
| Participant deferral / active EE | $2,200 | $6,630-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $7,617 | $10,905-30.2% | $9,243-17.6% | $10,885-30.0% |