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 | $272,334 | $114,047+138.8% | $96,139+183.3% | $167,490+62.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 8.55% | 189.88%-181.3pp | 191.94%-183.4pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,888 | $3,427-15.7% | $2,797+3.2% | $4,837-40.3% |
| Participant deferral / active EE | $8,575 | $5,194+65.1% | $4,349+97.2% | $6,341+35.2% |
| Admin fee / account holder | $238,948 | $6,897+3364.6% | $5,537+4215.6% | $12,309+1841.2% |