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 | $432,761 | $209,832+106.2% | $189,513+128.4% | $167,490+158.4% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 13.86% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,982 | $6,914-71.3% | $6,162-67.8% | $4,837-59.0% |
| Participant deferral / active EE | $6,471 | $8,935-27.6% | $8,221-21.3% | $6,341+2.0% |
| Admin fee / account holder | $33,201 | $14,293+132.3% | $12,045+175.6% | $12,309+169.7% |