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 9-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 | $398,689 | $70,606+464.7% | $53,898+639.7% | $142,382+180.0% |
| Participation rate | 42.1% | 63.7%-21.6pp | 55.0%-12.9pp | 80.1%-38.0pp |
| Annual return | 49.53% | 619.81%-570.3pp | 528.60%-479.1pp | 217.08%-167.5pp |
| Employer contribution / active EE | $1,080 | $1,202-10.1% | $932+15.9% | $4,299-74.9% |
| Participant deferral / active EE | $4,295 | $2,364+81.7% | $1,826+135.2% | $6,507-34.0% |
| Admin fee / account holder | $830 | $2,852-70.9% | $2,491-66.7% | $12,624-93.4% |