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 | $415,575 | $217,402+91.2% | $185,823+123.6% | $167,490+148.1% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 16.00% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,366 | $5,873-59.7% | $5,167-54.2% | $4,837-51.1% |
| Participant deferral / active EE | $11,573 | $6,356+82.1% | $5,568+107.9% | $6,341+82.5% |
| Admin fee / account holder | $3,562 | $19,811-82.0% | $16,237-78.1% | $12,309-71.1% |