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 | $680,096 | $133,958+407.7% | $112,228+506.0% | $134,475+405.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -5.81% | 47.11%-52.9pp | 27.45%-33.3pp | 417.96%-423.8pp |
| Employer contribution / active EE | $829 | $4,038-79.5% | $3,635-77.2% | $4,740-82.5% |
| Participant deferral / active EE | $8,802 | $5,291+66.4% | $4,728+86.2% | $6,400+37.5% |
| Admin fee / account holder | $4,297 | $7,489-42.6% | $6,410-33.0% | $11,426-62.4% |