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 7-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 | $397,357 | $166,020+139.3% | $164,866+141.0% | $145,959+172.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 38.89% | 100.08%-61.2pp | 69.97%-31.1pp | 561.95%-523.1pp |
| Employer contribution / active EE | $2,456 | $5,275-53.4% | $4,343-43.4% | $4,661-47.3% |
| Participant deferral / active EE | $3,801 | $6,961-45.4% | $6,033-37.0% | $6,689-43.2% |
| Admin fee / account holder | $1,559 | $16,644-90.6% | $12,689-87.7% | $13,398-88.4% |