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 | $569,560 | $74,888+660.5% | $71,209+699.8% | $142,382+300.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 22.55% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,000 | $2,854-65.0% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $5,000 | $4,454+12.2% | $4,175+19.8% | $6,507-23.2% |
| Admin fee / account holder | $25,060 | $5,568+350.0% | $5,349+368.5% | $12,624+98.5% |