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 | $331,858 | $165,335+100.7% | $149,696+121.7% | $158,922+108.8% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 10.31% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,004 | $5,103-60.7% | $4,644-56.8% | $4,761-57.9% |
| Participant deferral / active EE | $4,104 | $7,181-42.8% | $6,842-40.0% | $5,982-31.4% |
| Admin fee / account holder | $1,287 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |