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 | $1,767,292 | $80,673+2090.7% | $101,326+1644.2% | $84,808+1983.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 81.5%-81.5pp | 68.3%-68.3pp |
| Annual return | 15.07% | 38.95%-23.9pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,245 | $2,698+57.3% | $3,665+15.8% | $2,631+61.3% |
| Participant deferral / active EE | $11,474 | $6,840+67.7% | $7,994+43.5% | $4,212+172.5% |
| Admin fee / account holder | $124,131 | $12,784+871.0% | $11,185+1009.8% | $7,344+1590.3% |