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 | $306,143 | $214,378+42.8% | $200,582+52.6% | $142,382+115.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 282.22% | 46.41%+235.8pp | 42.33%+239.9pp | 217.08%+65.1pp |
| Employer contribution / active EE | $3,614 | $6,841-47.2% | $6,419-43.7% | $4,299-15.9% |
| Participant deferral / active EE | $4,509 | $9,865-54.3% | $9,331-51.7% | $6,507-30.7% |
| Admin fee / account holder | $322 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |