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 | $425,000 | $149,040+185.2% | $120,225+253.5% | $137,256+209.6% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 12.58% | 605.68%-593.1pp | 439.23%-426.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,447 | $4,350-43.7% | $3,475-29.6% | $4,156-41.1% |
| Participant deferral / active EE | $16,611 | $4,655+256.9% | $3,999+315.4% | $6,407+159.3% |
| Admin fee / account holder | $3,188 | $6,348-49.8% | $5,696-44.0% | $12,270-74.0% |