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 | $575,122 | $110,257+421.6% | $96,544+495.7% | $139,434+312.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 14.49% | 26.32%-11.8pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,048 | $3,620+11.8% | $2,965+36.5% | $4,751-14.8% |
| Participant deferral / active EE | $8,833 | $5,548+59.2% | $4,851+82.1% | $6,710+31.6% |
| Admin fee / account holder | $91,118 | $11,591+686.1% | $8,252+1004.2% | $11,403+699.1% |