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 9-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 | $327,737 | $107,334+205.3% | $92,893+252.8% | $152,861+114.4% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 17.83% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $9,652 | $4,221+128.7% | $3,653+164.2% | $4,762+102.7% |
| Participant deferral / active EE | $26,075 | $4,845+438.2% | $4,236+515.5% | $5,850+345.7% |
| Admin fee / account holder | $16,267 | $7,079+129.8% | $5,794+180.8% | $11,596+40.3% |