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 8-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 | $504,549 | $167,307+201.6% | $143,757+251.0% | $134,475+275.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 319.65% | 0.46%+319.2pp | -0.04%+319.7pp | 417.96%-98.3pp |
| Employer contribution / active EE | $3,776 | $5,619-32.8% | $4,951-23.7% | $4,740-20.3% |
| Participant deferral / active EE | $3,776 | $6,446-41.4% | $5,637-33.0% | $6,400-41.0% |
| Admin fee / account holder | $159,918 | $18,088+784.1% | $14,673+989.9% | $11,426+1299.6% |