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 | $2,109,642 | $176,056+1098.3% | $159,436+1223.2% | $167,490+1159.6% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.62% | 331.75%-309.1pp | 263.57%-240.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $39,000 | $5,297+636.3% | $4,829+707.6% | $4,837+706.2% |
| Participant deferral / active EE | $17,333 | $7,750+123.7% | $7,352+135.8% | $6,341+173.3% |
| Admin fee / account holder | $40,926 | $12,554+226.0% | $10,799+279.0% | $12,309+232.5% |