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 | $707,261 | $159,934+342.2% | $147,005+381.1% | $145,959+384.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.60% | 98.24%-87.6pp | 418.76%-408.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,141 | $5,287-59.5% | $4,934-56.6% | $4,661-54.1% |
| Participant deferral / active EE | $5,088 | $8,427-39.6% | $8,070-37.0% | $6,689-23.9% |
| Admin fee / account holder | $919 | $15,053-93.9% | $13,006-92.9% | $13,398-93.1% |