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 | $375,858 | $111,724+236.4% | $93,606+301.5% | $145,922+157.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 22.79% | 202.98%-180.2pp | 133.20%-110.4pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,365 | $3,090-55.8% | $2,420-43.6% | $4,660-70.7% |
| Participant deferral / active EE | $3,604 | $4,912-26.6% | $4,411-18.3% | $6,688-46.1% |
| Admin fee / account holder | $9,299 | $10,250-9.3% | $8,285+12.2% | $13,397-30.6% |