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 | $430,568 | $210,648+104.4% | $177,989+141.9% | $145,922+195.1% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 21.25% | 385.86%-364.6pp | 294.48%-273.2pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,936 | $4,565-57.6% | $3,949-51.0% | $4,660-58.4% |
| Participant deferral / active EE | $9,542 | $6,958+37.1% | $6,276+52.0% | $6,688+42.7% |
| Admin fee / account holder | $8,587 | $12,013-28.5% | $10,363-17.1% | $13,397-35.9% |