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 | $661,363 | $175,202+277.5% | $149,673+341.9% | $139,434+374.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 12.15% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $9,122 | $5,474+66.6% | $4,818+89.3% | $4,751+92.0% |
| Participant deferral / active EE | $3,208 | $6,519-50.8% | $5,680-43.5% | $6,710-52.2% |
| Admin fee / account holder | $7,430 | $16,150-54.0% | $13,210-43.8% | $11,403-34.8% |