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 | $262,052 | $105,998+147.2% | $92,233+184.1% | $147,584+77.6% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 12.71% | 50.05%-37.3pp | 176.28%-163.6pp | 578.55%-565.8pp |
| Employer contribution / active EE | $896 | $4,333-79.3% | $3,679-75.7% | $4,876-81.6% |
| Participant deferral / active EE | $2,345 | $4,478-47.6% | $3,897-39.8% | $5,439-56.9% |
| Admin fee / account holder | $7,004 | $6,332+10.6% | $5,194+34.9% | $10,885-35.7% |