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 | $389,283 | $202,318+92.4% | $172,739+125.4% | $152,861+154.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 20.08% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,717 | $5,856-70.7% | $5,143-66.6% | $4,762-64.0% |
| Participant deferral / active EE | $10,088 | $5,948+69.6% | $5,198+94.1% | $5,850+72.4% |
| Admin fee / account holder | $1,514 | $17,109-91.1% | $13,954-89.1% | $11,596-86.9% |