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 | $446,099 | $88,710+402.9% | $81,783+445.5% | $145,959+205.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.73% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,016 | $3,083-67.0% | $2,913-65.1% | $4,661-78.2% |
| Participant deferral / active EE | $4,378 | $4,645-5.7% | $4,320+1.3% | $6,689-34.5% |
| Admin fee / account holder | $5,094 | $8,407-39.4% | $7,380-31.0% | $13,398-62.0% |