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 | $400,947 | $210,648+90.3% | $177,989+125.3% | $145,922+174.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 20.59% | 385.86%-365.3pp | 294.48%-273.9pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,428 | $4,565-46.8% | $3,949-38.5% | $4,660-47.9% |
| Participant deferral / active EE | $9,128 | $6,958+31.2% | $6,276+45.4% | $6,688+36.5% |
| Admin fee / account holder | $3,845 | $12,013-68.0% | $10,363-62.9% | $13,397-71.3% |