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 | $565,359 | $108,919+419.1% | $100,391+463.2% | $145,922+287.4% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 24.19% | 57.88%-33.7pp | 49.20%-25.0pp | 561.29%-537.1pp |
| Employer contribution / active EE | $7,750 | $4,419+75.4% | $3,942+96.6% | $4,660+66.3% |
| Participant deferral / active EE | $11,600 | $8,445+37.4% | $8,082+43.5% | $6,688+73.5% |
| Admin fee / account holder | $3,471 | $9,689-64.2% | $7,899-56.1% | $13,397-74.1% |