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 | $659,197 | $158,398+316.2% | $126,539+420.9% | $142,382+363.0% |
| Participation rate | 44.4% | 75.8%-31.4pp | 69.8%-25.4pp | 80.1%-35.7pp |
| Annual return | 16.05% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,185 | $4,650-53.0% | $3,674-40.5% | $4,299-49.2% |
| Participant deferral / active EE | $8,438 | $4,767+77.0% | $4,083+106.7% | $6,507+29.7% |
| Admin fee / account holder | $27,623 | $6,918+299.3% | $6,065+355.5% | $12,624+118.8% |