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 3-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 | $578,489 | $180,749+220.1% | $160,784+259.8% | $137,256+321.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 13.07% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,360 | $4,155-43.2% | $3,733-36.8% | $4,156-43.2% |
| Participant deferral / active EE | $13,840 | $6,844+102.2% | $6,293+119.9% | $6,407+116.0% |
| Admin fee / account holder | $41,310 | $10,397+297.3% | $9,717+325.1% | $12,270+236.7% |