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 | $316,713 | $158,398+99.9% | $126,539+150.3% | $142,382+122.4% |
| Participation rate | 46.7% | 75.8%-29.1pp | 69.8%-23.2pp | 80.1%-33.5pp |
| Annual return | 14.51% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,322 | $4,650-7.1% | $3,674+17.6% | $4,299+0.5% |
| Participant deferral / active EE | $8,507 | $4,767+78.5% | $4,083+108.4% | $6,507+30.7% |
| Admin fee / account holder | $9,019 | $6,918+30.4% | $6,065+48.7% | $12,624-28.6% |