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 | $662,444 | $104,974+531.1% | $95,585+593.0% | $142,382+365.3% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 16.44% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $935 | $2,779-66.4% | $2,527-63.0% | $4,299-78.3% |
| Participant deferral / active EE | $7,475 | $4,352+71.8% | $4,023+85.8% | $6,507+14.9% |
| Admin fee / account holder | $1,716 | $6,386-73.1% | $6,127-72.0% | $12,624-86.4% |