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 | $348,029 | $209,411+66.2% | $178,490+95.0% | $158,922+119.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.10% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,212 | $5,706-61.2% | $5,011-55.9% | $4,761-53.5% |
| Participant deferral / active EE | $5,120 | $5,954-14.0% | $5,202-1.6% | $5,982-14.4% |
| Admin fee / account holder | $11,544 | $17,074-32.4% | $13,984-17.4% | $11,246+2.7% |