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 | $539,995 | $183,519+194.2% | $155,509+247.2% | $145,922+270.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.75% | 61.17%-37.4pp | 64.67%-40.9pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,613 | $5,313-50.8% | $4,672-44.1% | $4,660-43.9% |
| Participant deferral / active EE | $7,655 | $6,462+18.5% | $5,626+36.1% | $6,688+14.5% |
| Admin fee / account holder | $730 | $19,313-96.2% | $15,912-95.4% | $13,397-94.5% |