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 | $262,793 | $27,915+841.4% | $58,482+349.4% | $75,163+249.6% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 18.79% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,641 | $669+294.7% | $1,053+150.7% | $2,670-1.1% |
| Participant deferral / active EE | $4,577 | $1,201+281.0% | $1,924+137.9% | $4,125+10.9% |
| Admin fee / account holder | $427 | $1,726-75.2% | $2,516-83.0% | $5,651-92.4% |