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 | $592,344 | $157,256+276.7% | $141,162+319.6% | $152,861+287.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 17.31% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $7,597 | $5,261+44.4% | $4,735+60.4% | $4,762+59.5% |
| Participant deferral / active EE | $11,467 | $7,109+61.3% | $6,709+70.9% | $5,850+96.0% |
| Admin fee / account holder | $86,442 | $12,120+613.2% | $10,261+742.4% | $11,596+645.4% |