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 | $624,357 | $210,698+196.3% | $178,014+250.7% | $145,959+327.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.72% | 386.27%-374.6pp | 294.80%-283.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $10,188 | $4,567+123.1% | $3,950+157.9% | $4,661+118.6% |
| Participant deferral / active EE | $4,300 | $6,958-38.2% | $6,276-31.5% | $6,689-35.7% |
| Admin fee / account holder | $435 | $12,016-96.4% | $10,362-95.8% | $13,398-96.8% |