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 | $2,287,037 | $148,534+1439.7% | $135,903+1582.8% | $139,434+1540.2% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 61.44% | 79.19%-17.8pp | 68.23%-6.8pp | 372.94%-311.5pp |
| Employer contribution / active EE | $87,000 | $5,243+1559.4% | $4,856+1691.5% | $4,751+1731.3% |
| Participant deferral / active EE | $60,000 | $8,100+640.7% | $7,758+673.4% | $6,710+794.2% |
| Admin fee / account holder | $34,095 | $12,400+175.0% | $10,762+216.8% | $11,403+199.0% |