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 | $304,999 | $210,648+44.8% | $177,989+71.4% | $145,922+109.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.70% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,628 | $4,565-64.3% | $3,949-58.8% | $4,660-65.1% |
| Participant deferral / active EE | $7,889 | $6,958+13.4% | $6,276+25.7% | $6,688+18.0% |
| Admin fee / account holder | $292,713 | $12,013+2336.7% | $10,363+2724.5% | $13,397+2084.9% |