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 | $884,717 | $109,817+705.6% | $98,442+798.7% | $167,490+428.2% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 21.05% | 1956.69%-1935.6pp | 1492.73%-1471.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $338 | $3,224-89.5% | $2,960-88.6% | $4,837-93.0% |
| Participant deferral / active EE | $5,680 | $4,673+21.5% | $4,276+32.8% | $6,341-10.4% |
| Admin fee / account holder | $2,723 | $6,753-59.7% | $5,949-54.2% | $12,309-77.9% |