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 | $636,847 | $172,111+270.0% | $150,298+323.7% | $137,256+364.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.03% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,250 | $4,636-51.5% | $4,154-45.8% | $4,156-45.9% |
| Participant deferral / active EE | $9,823 | $6,166+59.3% | $5,453+80.2% | $6,407+53.3% |
| Admin fee / account holder | $10,121 | $16,471-38.6% | $14,116-28.3% | $12,270-17.5% |