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 | $474,303 | $159,901+196.6% | $146,958+222.7% | $145,922+225.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 15.89% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,100 | $5,286-79.2% | $4,933-77.7% | $4,660-76.4% |
| Participant deferral / active EE | $8,833 | $8,428+4.8% | $8,070+9.5% | $6,688+32.1% |
| Admin fee / account holder | $2,783 | $15,044-81.5% | $12,998-78.6% | $13,397-79.2% |