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 | $496,282 | $111,724+344.2% | $93,606+430.2% | $145,922+240.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 30.11% | 202.98%-172.9pp | 133.20%-103.1pp | 561.29%-531.2pp |
| Employer contribution / active EE | $629 | $3,090-79.7% | $2,420-74.0% | $4,660-86.5% |
| Participant deferral / active EE | $6,031 | $4,912+22.8% | $4,411+36.7% | $6,688-9.8% |
| Admin fee / account holder | $1,407 | $10,250-86.3% | $8,285-83.0% | $13,397-89.5% |