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 | $1,060,290 | $124,281+753.1% | $109,143+871.5% | $167,490+533.0% |
| Participation rate | 17.6% | 79.4%-61.8pp | 75.9%-58.2pp | 82.1%-64.5pp |
| Annual return | 18.36% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,270 | $4,207-22.3% | $3,722-12.1% | $4,837-32.4% |
| Participant deferral / active EE | $5,104 | $5,255-2.9% | $4,653+9.7% | $6,341-19.5% |
| Admin fee / account holder | $3,121 | $7,970-60.8% | $6,752-53.8% | $12,309-74.6% |