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 | $347,640 | $121,625+185.8% | $104,607+232.3% | $158,922+118.7% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 16.40% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,006 | $3,163-36.6% | $2,681-25.2% | $4,761-57.9% |
| Participant deferral / active EE | $2,683 | $4,177-35.8% | $3,740-28.3% | $5,982-55.2% |
| Admin fee / account holder | $974 | $7,787-87.5% | $6,473-84.9% | $11,246-91.3% |