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 | $290,481 | $102,604+183.1% | $86,188+237.0% | $139,434+108.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 15.22% | 1922.51%-1907.3pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,415 | $3,032-53.3% | $2,380-40.5% | $4,751-70.2% |
| Participant deferral / active EE | $8,108 | $4,676+73.4% | $3,985+103.4% | $6,710+20.8% |
| Admin fee / account holder | $4,773 | $8,657-44.9% | $6,852-30.3% | $11,403-58.1% |