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 | $294,386 | $108,919+170.3% | $100,391+193.2% | $145,922+101.7% |
| Participation rate | 65.0% | 82.9%-17.9pp | 81.5%-16.5pp | 80.3%-15.3pp |
| Annual return | 11.29% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,704 | $8,445+26.7% | $8,082+32.4% | $6,688+60.0% |
| Admin fee / account holder | $2,204 | $9,689-77.2% | $7,899-72.1% | $13,397-83.5% |