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 | $293,364 | $88,751+230.5% | $81,812+258.6% | $145,922+101.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 24.44% | 1025.40%-1001.0pp | 773.79%-749.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $757 | $3,083-75.4% | $2,912-74.0% | $4,660-83.7% |
| Participant deferral / active EE | $10,167 | $4,643+119.0% | $4,319+135.4% | $6,688+52.0% |
| Admin fee / account holder | $11,510 | $8,415+36.8% | $7,386+55.8% | $13,397-14.1% |