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 | $435,770 | $105,126+314.5% | $94,646+360.4% | $139,434+212.5% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 21.79% | 38.03%-16.2pp | 156.71%-134.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,445 | $4,106-40.4% | $3,672-33.4% | $4,751-48.5% |
| Participant deferral / active EE | $11,940 | $7,599+57.1% | $7,418+61.0% | $6,710+77.9% |
| Admin fee / account holder | $2,535 | $8,984-71.8% | $7,231-64.9% | $11,403-77.8% |