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 | $645,732 | $165,335+290.6% | $149,696+331.4% | $158,922+306.3% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 14.09% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $8,261 | $5,103+61.9% | $4,644+77.9% | $4,761+73.5% |
| Participant deferral / active EE | $14,224 | $7,181+98.1% | $6,842+107.9% | $5,982+137.8% |
| Admin fee / account holder | $47,032 | $10,807+335.2% | $9,309+405.2% | $11,246+318.2% |