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 | $263,787 | $165,984+58.9% | $164,813+60.1% | $145,922+80.8% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 19.36% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,491 | $6,959-35.5% | $6,031-25.5% | $6,688-32.8% |
| Admin fee / account holder | $15,749 | $16,648-5.4% | $12,690+24.1% | $13,397+17.6% |