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 | $781,583 | $202,432+286.1% | $169,368+361.5% | $139,434+460.5% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 13.37% | 531.74%-518.4pp | 405.60%-392.2pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,489 | $4,692-25.6% | $4,013-13.1% | $4,751-26.6% |
| Participant deferral / active EE | $4,810 | $6,938-30.7% | $6,221-22.7% | $6,710-28.3% |
| Admin fee / account holder | $17,996 | $10,708+68.1% | $9,003+99.9% | $11,403+57.8% |