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 | $255,519 | $209,411+22.0% | $178,490+43.2% | $158,922+60.8% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 16.48% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $17,039 | $5,706+198.6% | $5,011+240.1% | $4,761+257.9% |
| Participant deferral / active EE | $9,851 | $5,954+65.5% | $5,202+89.4% | $5,982+64.7% |
| Admin fee / account holder | $498 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |