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 | $273,659 | $88,751+208.3% | $81,812+234.5% | $145,922+87.5% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.3%-62.3pp | 80.3%-70.3pp |
| Annual return | 11.95% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $529 | $3,083-82.8% | $2,912-81.8% | $4,660-88.6% |
| Participant deferral / active EE | $2,272 | $4,643-51.1% | $4,319-47.4% | $6,688-66.0% |
| Admin fee / account holder | $2,075 | $8,415-75.3% | $7,386-71.9% | $13,397-84.5% |