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 9-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 | $678,456 | $53,822+1160.6% | $75,696+796.3% | $85,850+690.3% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 13.03% | 24.54%-11.5pp | 104.53%-91.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $11,037 | $2,017+447.3% | $2,743+302.4% | $2,565+330.3% |
| Participant deferral / active EE | $4,599 | $2,895+58.8% | $3,821+20.3% | $3,952+16.4% |
| Admin fee / account holder | $32,062 | $3,343+859.1% | $3,619+785.9% | $6,260+412.2% |