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 | $2,800,091 | $117,381+2285.5% | $99,443+2715.8% | $152,861+1731.8% |
| Participation rate | 6.7% | 77.5%-70.9pp | 73.8%-67.2pp | 82.4%-75.8pp |
| Annual return | 12.66% | 31.87%-19.2pp | 30.72%-18.1pp | 345.32%-332.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,169 | $4,086-71.4% | $3,619-67.7% | $5,850-80.0% |
| Admin fee / account holder | $858 | $7,631-88.8% | $6,250-86.3% | $11,596-92.6% |