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 | $316,469 | $104,486+202.9% | $76,817+312.0% | $152,861+107.0% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | 23.71% | 1013.37%-989.7pp | 1166.11%-1142.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,189 | $3,116+2.4% | $2,302+38.5% | $4,762-33.0% |
| Participant deferral / active EE | $6,378 | $4,236+50.6% | $3,336+91.2% | $5,850+9.0% |
| Admin fee / account holder | $1,700 | $12,275-86.2% | $6,420-73.5% | $11,596-85.3% |