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 | $318,639 | $118,849+168.1% | $96,562+230.0% | $167,490+90.2% |
| Participation rate | 63.2% | 75.5%-12.3pp | 69.8%-6.7pp | 82.1%-18.9pp |
| Annual return | 18.94% | 50.49%-31.5pp | 37.78%-18.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,348 | $3,120-56.8% | $2,356-42.8% | $4,837-72.1% |
| Participant deferral / active EE | $2,505 | $4,616-45.7% | $3,849-34.9% | $6,341-60.5% |
| Admin fee / account holder | $3,301 | $8,065-59.1% | $6,181-46.6% | $12,309-73.2% |