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 | $349,860 | $209,411+67.1% | $178,490+96.0% | $158,922+120.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.91% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $14,190 | $5,706+148.7% | $5,011+183.2% | $4,761+198.0% |
| Participant deferral / active EE | $9,239 | $5,954+55.2% | $5,202+77.6% | $5,982+54.4% |
| Admin fee / account holder | $8,633 | $17,074-49.4% | $13,984-38.3% | $11,246-23.2% |