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 | $3,112,987 | $118,450+2528.1% | $98,439+3062.3% | $139,434+2132.6% |
| Participation rate | 6.3% | 77.4%-71.2pp | 75.2%-68.9pp | 80.3%-74.1pp |
| Annual return | 17.34% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,970 | $3,609-45.4% | $3,048-35.4% | $4,751-58.5% |
| Participant deferral / active EE | $3,490 | $5,392-35.3% | $4,738-26.3% | $6,710-48.0% |
| Admin fee / account holder | $159,781 | $14,026+1039.2% | $8,948+1685.8% | $11,403+1301.3% |