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 | $284,475 | $102,604+177.3% | $86,188+230.1% | $139,434+104.0% |
| Participation rate | 61.9% | 74.5%-12.6pp | 69.0%-7.1pp | 80.3%-18.4pp |
| Annual return | 14.32% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $851 | $3,032-72.0% | $2,380-64.3% | $4,751-82.1% |
| Participant deferral / active EE | $2,038 | $4,676-56.4% | $3,985-48.9% | $6,710-69.6% |
| Admin fee / account holder | $5,412 | $8,657-37.5% | $6,852-21.0% | $11,403-52.5% |