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 | $1,108,644 | $209,411+429.4% | $178,490+521.1% | $158,922+597.6% |
| Participation rate | 12.5% | 86.3%-73.8pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 13.85% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,997 | $5,706-30.0% | $5,011-20.2% | $4,761-16.1% |
| Participant deferral / active EE | $3,250 | $5,954-45.4% | $5,202-37.5% | $5,982-45.7% |
| Admin fee / account holder | $123,667 | $17,074+624.3% | $13,984+784.4% | $11,246+999.7% |