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 4-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 | $253,403 | $96,305+163.1% | $80,569+214.5% | $139,434+81.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.79% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,923 | $3,262+20.3% | $2,723+44.0% | $4,751-17.4% |
| Participant deferral / active EE | $13,500 | $5,232+158.0% | $4,447+203.5% | $6,710+101.2% |
| Admin fee / account holder | $1,081 | $6,599-83.6% | $5,377-79.9% | $11,403-90.5% |