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 | $684,808 | $176,056+289.0% | $159,436+329.5% | $167,490+308.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.48% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $7,827 | $5,297+47.8% | $4,829+62.1% | $4,837+61.8% |
| Participant deferral / active EE | $8,197 | $7,750+5.8% | $7,352+11.5% | $6,341+29.3% |
| Admin fee / account holder | $26,708 | $12,554+112.7% | $10,799+147.3% | $12,309+117.0% |