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 | $251,285 | $114,047+120.3% | $96,139+161.4% | $167,490+50.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 9.20% | 189.88%-180.7pp | 191.94%-182.7pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,191 | $3,427-65.2% | $2,797-57.4% | $4,837-75.4% |
| Participant deferral / active EE | $3,985 | $5,194-23.3% | $4,349-8.4% | $6,341-37.2% |
| Admin fee / account holder | $17,748 | $6,897+157.3% | $5,537+220.5% | $12,309+44.2% |