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 | $1,227,493 | $105,181+1067.0% | $159,436+669.9% | $85,850+1329.8% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 14.79% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,472 | $3,318-25.5% | $4,829-48.8% | $2,565-3.6% |
| Participant deferral / active EE | $6,409 | $5,945+7.8% | $7,352-12.8% | $3,952+62.2% |
| Admin fee / account holder | $116,409 | $6,933+1579.0% | $10,799+978.0% | $6,260+1759.6% |