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 | $286,456 | $109,817+160.8% | $98,442+191.0% | $167,490+71.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 23.29% | 1956.69%-1933.4pp | 1492.73%-1469.4pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,491 | $3,224-53.7% | $2,960-49.6% | $4,837-69.2% |
| Participant deferral / active EE | $6,198 | $4,673+32.6% | $4,276+44.9% | $6,341-2.3% |
| Admin fee / account holder | $1,910 | $6,753-71.7% | $5,949-67.9% | $12,309-84.5% |