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 | $542,823 | $202,318+168.3% | $172,739+214.2% | $152,861+255.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 16.66% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,206 | $5,856-28.2% | $5,143-18.2% | $4,762-11.7% |
| Participant deferral / active EE | $4,476 | $5,948-24.7% | $5,198-13.9% | $5,850-23.5% |
| Admin fee / account holder | $3,500 | $17,109-79.5% | $13,954-74.9% | $11,596-69.8% |