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 | $557,592 | $180,749+208.5% | $160,784+246.8% | $137,256+306.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 14.08% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,070 | $4,155-26.1% | $3,733-17.8% | $4,156-26.1% |
| Participant deferral / active EE | $18,691 | $6,844+173.1% | $6,293+197.0% | $6,407+191.7% |
| Admin fee / account holder | $4,300 | $10,397-58.6% | $9,717-55.8% | $12,270-65.0% |