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 | $521,155 | $177,572+193.5% | $154,803+236.7% | $142,382+266.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.41% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,088 | $4,810-15.0% | $4,305-5.1% | $4,299-4.9% |
| Participant deferral / active EE | $10,188 | $6,272+62.4% | $5,540+83.9% | $6,507+56.6% |
| Admin fee / account holder | $19,566 | $16,786+16.6% | $14,329+36.5% | $12,624+55.0% |