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 | $427,490 | $159,901+167.3% | $146,958+190.9% | $145,922+193.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 11.09% | 98.13%-87.0pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,662 | $5,286-30.7% | $4,933-25.8% | $4,660-21.4% |
| Participant deferral / active EE | $10,945 | $8,428+29.9% | $8,070+35.6% | $6,688+63.7% |
| Admin fee / account holder | $46,210 | $15,044+207.2% | $12,998+255.5% | $13,397+244.9% |