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 | $1,194,971 | $177,572+572.9% | $154,803+671.9% | $142,382+739.3% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 16.28% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $20,025 | $4,810+316.3% | $4,305+365.1% | $4,299+365.8% |
| Participant deferral / active EE | $8,000 | $6,272+27.6% | $5,540+44.4% | $6,507+22.9% |
| Admin fee / account holder | $23,415 | $16,786+39.5% | $14,329+63.4% | $12,624+85.5% |