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 | $988,598 | $102,604+863.5% | $86,188+1047.0% | $139,434+609.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 17.17% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,300 | $3,032-57.1% | $2,380-45.4% | $4,751-72.6% |
| Participant deferral / active EE | $8,571 | $4,676+83.3% | $3,985+115.1% | $6,710+27.7% |
| Admin fee / account holder | $16,137 | $8,657+86.4% | $6,852+135.5% | $11,403+41.5% |