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 | $759,829 | $176,662+330.1% | $130,648+481.6% | $152,861+397.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 23.15% | 2692.24%-2669.1pp | 1708.96%-1685.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,792 | $5,742-16.6% | $4,092+17.1% | $4,762+0.6% |
| Participant deferral / active EE | $18,086 | $4,361+314.7% | $3,603+402.0% | $5,850+209.2% |
| Admin fee / account holder | $56,024 | $7,133+685.4% | $5,464+925.2% | $11,596+383.1% |