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 | $1,033,166 | $178,174+479.9% | $156,181+561.5% | $137,256+652.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.34% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $16,825 | $4,972+238.4% | $4,294+291.8% | $4,156+304.8% |
| Participant deferral / active EE | $6,385 | $6,888-7.3% | $6,132+4.1% | $6,407-0.3% |
| Admin fee / account holder | $7,358 | $17,404-57.7% | $14,586-49.6% | $12,270-40.0% |