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 | $263,505 | $70,606+273.2% | $53,898+388.9% | $142,382+85.1% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 14.54% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $550 | $1,202-54.2% | $932-41.0% | $4,299-87.2% |
| Participant deferral / active EE | $2,238 | $2,364-5.3% | $1,826+22.5% | $6,507-65.6% |
| Admin fee / account holder | $811 | $2,852-71.6% | $2,491-67.4% | $12,624-93.6% |