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 | $1,747,493 | $86,929+1910.2% | $102,423+1606.1% | $80,856+2061.2% |
| Participation rate | 6.5% | 72.4%-65.9pp | 76.5%-70.0pp | 67.6%-61.2pp |
| Annual return | 16.37% | 18.88%-2.5pp | 29.32%-13.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,979 | $2,369+67.9% | $3,023+31.6% | $2,755+44.4% |
| Participant deferral / active EE | $9,803 | $4,118+138.0% | $5,053+94.0% | $4,296+128.2% |
| Admin fee / account holder | $32,088 | $8,049+298.7% | $9,451+239.5% | $6,918+363.8% |