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 | $264,847 | $159,901+65.6% | $146,958+80.2% | $145,922+81.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,866 | $5,286+29.9% | $4,933+39.2% | $4,660+47.4% |
| Participant deferral / active EE | $9,581 | $8,428+13.7% | $8,070+18.7% | $6,688+43.3% |
| Admin fee / account holder | $1,640 | $15,044-89.1% | $12,998-87.4% | $13,397-87.8% |