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 | $269,052 | $109,817+145.0% | $98,442+173.3% | $167,490+60.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 18.59% | 1956.69%-1938.1pp | 1492.73%-1474.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,610 | $3,224-50.1% | $2,960-45.6% | $4,837-66.7% |
| Participant deferral / active EE | $3,286 | $4,673-29.7% | $4,276-23.2% | $6,341-48.2% |
| Admin fee / account holder | $2,529 | $6,753-62.5% | $5,949-57.5% | $12,309-79.5% |