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 | $270,545 | $150,440+79.8% | $136,294+98.5% | $147,584+83.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 14.84% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,425 | $5,256-72.9% | $4,695-69.6% | $4,876-70.8% |
| Participant deferral / active EE | $3,137 | $6,630-52.7% | $6,247-49.8% | $5,439-42.3% |
| Admin fee / account holder | $387 | $10,905-96.5% | $9,243-95.8% | $10,885-96.4% |