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 | $290,233 | $209,832+38.3% | $189,513+53.1% | $167,490+73.3% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 22.50% | 748.27%-725.8pp | 555.15%-532.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,800 | $6,914-74.0% | $6,162-70.8% | $4,837-62.8% |
| Participant deferral / active EE | $6,500 | $8,935-27.3% | $8,221-20.9% | $6,341+2.5% |
| Admin fee / account holder | $2,871 | $14,293-79.9% | $12,045-76.2% | $12,309-76.7% |