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 | $584,638 | $110,261+430.2% | $95,745+510.6% | $139,434+319.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.12% | 27.11%-8.0pp | 28.35%-9.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $18,037 | $3,257+453.7% | $2,835+536.3% | $4,751+279.7% |
| Participant deferral / active EE | $12,360 | $4,676+164.3% | $4,245+191.2% | $6,710+84.2% |
| Admin fee / account holder | $12,490 | $6,613+88.9% | $5,678+120.0% | $11,403+9.5% |