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 | $277,273 | $202,318+37.0% | $172,739+60.5% | $152,861+81.4% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | 28.55% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,774 | $5,856-52.6% | $5,143-46.1% | $4,762-41.8% |
| Participant deferral / active EE | $5,581 | $5,948-6.2% | $5,198+7.4% | $5,850-4.6% |
| Admin fee / account holder | $3,221 | $17,109-81.2% | $13,954-76.9% | $11,596-72.2% |