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 | $735,128 | $106,890+587.7% | $84,015+775.0% | $152,861+380.9% |
| Participation rate | 46.7% | 75.2%-28.6pp | 69.0%-22.3pp | 82.4%-35.8pp |
| Annual return | 15.46% | 104.99%-89.5pp | 71.31%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,537 | $2,734-43.8% | $1,983-22.5% | $4,762-67.7% |
| Participant deferral / active EE | $6,580 | $4,011+64.0% | $3,239+103.2% | $5,850+12.5% |
| Admin fee / account holder | $19,226 | $8,285+132.1% | $6,101+215.1% | $11,596+65.8% |