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 | $337,786 | $168,632+100.3% | $147,614+128.8% | $125,391+169.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,365 | $6,252-62.2% | $5,564-57.5% | $4,866-51.4% |
| Participant deferral / active EE | $11,000 | $5,507+99.8% | $4,895+124.7% | $5,352+105.5% |
| Admin fee / account holder | $4,521 | $13,580-66.7% | $11,611-61.1% | $9,540-52.6% |