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 | $438,463 | $102,604+327.3% | $86,188+408.7% | $139,434+214.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 18.55% | 1922.51%-1904.0pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,281 | $3,032-57.8% | $2,380-46.2% | $4,751-73.0% |
| Participant deferral / active EE | $2,232 | $4,676-52.3% | $3,985-44.0% | $6,710-66.7% |
| Admin fee / account holder | $7,775 | $8,657-10.2% | $6,852+13.5% | $11,403-31.8% |