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 | $282,223 | $105,998+166.3% | $92,233+206.0% | $147,584+91.2% |
| Participation rate | 38.5% | 80.4%-41.9pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 10.83% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,317 | $4,333-46.5% | $3,679-37.0% | $4,876-52.5% |
| Participant deferral / active EE | $6,317 | $4,478+41.1% | $3,897+62.1% | $5,439+16.2% |
| Admin fee / account holder | $648 | $6,332-89.8% | $5,194-87.5% | $10,885-94.0% |