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 | $328,394 | $175,202+87.4% | $149,673+119.4% | $139,434+135.5% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.2pp |
| Annual return | 15.66% | 166.71%-151.0pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $19,523 | $5,474+256.6% | $4,818+305.2% | $4,751+310.9% |
| Participant deferral / active EE | $12,758 | $6,519+95.7% | $5,680+124.6% | $6,710+90.1% |
| Admin fee / account holder | $71,430 | $16,150+342.3% | $13,210+440.7% | $11,403+526.4% |