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 8-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 | $288,242 | $70,606+308.2% | $53,898+434.8% | $142,382+102.4% |
| Participation rate | 15.4% | 63.7%-48.3pp | 55.0%-39.6pp | 80.1%-64.7pp |
| Annual return | 17.17% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $556 | $1,202-53.8% | $932-40.4% | $4,299-87.1% |
| Participant deferral / active EE | $4,791 | $2,364+102.7% | $1,826+162.4% | $6,507-26.4% |
| Admin fee / account holder | $2,325 | $2,852-18.5% | $2,491-6.7% | $12,624-81.6% |