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 | $332,318 | $149,040+123.0% | $120,225+176.4% | $137,256+142.1% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 15.59% | 605.68%-590.1pp | 439.23%-423.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,104 | $4,350-5.7% | $3,475+18.1% | $4,156-1.3% |
| Participant deferral / active EE | $4,685 | $4,655+0.7% | $3,999+17.2% | $6,407-26.9% |
| Admin fee / account holder | $2,415 | $6,348-62.0% | $5,696-57.6% | $12,270-80.3% |