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 8-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 | $796,894 | $159,901+398.4% | $146,958+442.3% | $145,922+446.1% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 17.21% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,490 | $5,286-52.9% | $4,933-49.5% | $4,660-46.6% |
| Participant deferral / active EE | $2,988 | $8,428-64.6% | $8,070-63.0% | $6,688-55.3% |
| Admin fee / account holder | $3,666 | $15,044-75.6% | $12,998-71.8% | $13,397-72.6% |