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 | $581,066 | $183,519+216.6% | $155,509+273.7% | $145,922+298.2% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 31.08% | 61.17%-30.1pp | 64.67%-33.6pp | 561.29%-530.2pp |
| Employer contribution / active EE | $1,140 | $5,313-78.5% | $4,672-75.6% | $4,660-75.5% |
| Participant deferral / active EE | $2,334 | $6,462-63.9% | $5,626-58.5% | $6,688-65.1% |
| Admin fee / account holder | $86,065 | $19,313+345.6% | $15,912+440.9% | $13,397+542.4% |