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 | $330,803 | $179,726+84.1% | $156,263+111.7% | $142,382+132.3% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 48.86% | 77.86%-29.0pp | 59.47%-10.6pp | 217.08%-168.2pp |
| Employer contribution / active EE | $8,278 | $5,069+63.3% | $4,333+91.0% | $4,299+92.6% |
| Participant deferral / active EE | $13,284 | $6,956+91.0% | $6,158+115.7% | $6,507+104.1% |
| Admin fee / account holder | $17,181 | $17,272-0.5% | $14,255+20.5% | $12,624+36.1% |