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 | $262,304 | $109,982+138.5% | $97,226+169.8% | $145,922+79.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.83% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,451 | $3,084-52.9% | $2,729-46.8% | $4,660-68.9% |
| Participant deferral / active EE | $7,328 | $4,676+56.7% | $4,264+71.9% | $6,688+9.6% |
| Admin fee / account holder | $1,523 | $6,221-75.5% | $5,654-73.1% | $13,397-88.6% |