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 | $561,553 | $165,984+238.3% | $164,813+240.7% | $145,922+284.8% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 16.27% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,290 | $5,273-56.6% | $4,341-47.2% | $4,660-50.9% |
| Participant deferral / active EE | $13,924 | $6,959+100.1% | $6,031+130.9% | $6,688+108.2% |
| Admin fee / account holder | $3,743 | $16,648-77.5% | $12,690-70.5% | $13,397-72.1% |