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 | $432,969 | $104,907+312.7% | $84,611+411.7% | $152,861+183.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 19.94% | 373.79%-353.9pp | 258.74%-238.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,680 | $3,302-49.1% | $2,652-36.7% | $4,762-64.7% |
| Participant deferral / active EE | $14,200 | $4,688+202.9% | $3,899+264.2% | $5,850+142.7% |
| Admin fee / account holder | $28,825 | $6,241+361.9% | $4,912+486.8% | $11,596+148.6% |