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 | $527,802 | $115,770+355.9% | $101,248+421.3% | $158,922+232.1% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 16.78% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,780 | $4,175+14.5% | $3,660+30.6% | $4,761+0.4% |
| Participant deferral / active EE | $13,713 | $4,957+176.6% | $4,370+213.8% | $5,982+129.2% |
| Admin fee / account holder | $44,835 | $7,245+518.8% | $5,945+654.1% | $11,246+298.7% |