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 | $261,942 | $105,126+149.2% | $94,646+176.8% | $139,434+87.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 15.41% | 38.03%-22.6pp | 156.71%-141.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,530 | $4,106+59.0% | $3,672+77.8% | $4,751+37.4% |
| Participant deferral / active EE | $8,978 | $7,599+18.1% | $7,418+21.0% | $6,710+33.8% |
| Admin fee / account holder | $816 | $8,984-90.9% | $7,231-88.7% | $11,403-92.8% |