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 | $856,406 | $110,502+675.0% | $80,716+961.0% | $167,490+411.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 28.17% | 120.54%-92.4pp | 87.28%-59.1pp | 478.56%-450.4pp |
| Employer contribution / active EE | $1,977 | $1,543+28.1% | $1,160+70.4% | $4,837-59.1% |
| Participant deferral / active EE | $9,000 | $2,871+213.5% | $2,146+319.4% | $6,341+41.9% |
| Admin fee / account holder | $9,294 | $4,545+104.5% | $3,380+175.0% | $12,309-24.5% |