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 | $303,130 | $148,534+104.1% | $135,903+123.0% | $139,434+117.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.67% | 79.19%-51.5pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,609 | $5,243-50.2% | $4,856-46.3% | $4,751-45.1% |
| Participant deferral / active EE | $8,021 | $8,100-1.0% | $7,758+3.4% | $6,710+19.5% |
| Admin fee / account holder | $1,642 | $12,400-86.8% | $10,762-84.7% | $11,403-85.6% |