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 | $2,444,305 | $54,705+4368.1% | $71,209+3332.6% | $84,808+2782.2% |
| Participation rate | 6.5% | 64.1%-57.6pp | 73.8%-67.3pp | 68.3%-61.9pp |
| Annual return | 26.93% | 35.90%-9.0pp | 282.51%-255.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $1,959 | $2,158-9.2% | $2,721-28.0% | $2,631-25.5% |
| Participant deferral / active EE | $3,877 | $3,030+27.9% | $4,175-7.1% | $4,212-7.9% |
| Admin fee / account holder | $36,312 | $4,863+646.6% | $5,349+578.9% | $7,344+394.5% |