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 | $400,626 | $68,097+488.3% | $62,929+536.6% | $137,256+191.9% |
| Participation rate | 10.0% | 77.4%-67.4pp | 73.1%-63.1pp | 80.0%-70.0pp |
| Annual return | 17.31% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,712 | $2,811-39.1% | $2,505-31.6% | $4,156-58.8% |
| Participant deferral / active EE | $5,634 | $4,553+23.8% | $3,888+44.9% | $6,407-12.1% |
| Admin fee / account holder | $8,326 | $6,521+27.7% | $5,065+64.4% | $12,270-32.1% |