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 | $3,115,886 | $105,126+2864.0% | $94,646+3192.2% | $139,434+2134.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 22.95% | 38.03%-15.1pp | 156.71%-133.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,817 | $4,106-31.4% | $3,672-23.3% | $4,751-40.7% |
| Participant deferral / active EE | $9,074 | $7,599+19.4% | $7,418+22.3% | $6,710+35.2% |
| Admin fee / account holder | $80,107 | $8,984+791.7% | $7,231+1007.9% | $11,403+602.5% |