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 | $293,138 | $99,020+196.0% | $86,590+238.5% | $147,584+98.6% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 10.60% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $864 | $3,132-72.4% | $2,839-69.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,567 | $3,972-35.4% | $3,609-28.9% | $5,439-52.8% |
| Admin fee / account holder | $12,275 | $5,710+115.0% | $4,906+150.2% | $10,885+12.8% |