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 | $276,429 | $150,440+83.7% | $136,294+102.8% | $147,584+87.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 18.39% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,364 | $5,256-55.0% | $4,695-49.7% | $4,876-51.5% |
| Participant deferral / active EE | $7,922 | $6,630+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $1,066 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |