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 | $1,000,038 | $109,982+809.3% | $97,226+928.6% | $145,922+585.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 14.02% | 242.90%-228.9pp | 75.13%-61.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,023 | $3,084-34.4% | $2,729-25.9% | $4,660-56.6% |
| Participant deferral / active EE | $13,740 | $4,676+193.9% | $4,264+222.3% | $6,688+105.5% |
| Admin fee / account holder | $33,322 | $6,221+435.7% | $5,654+489.4% | $13,397+148.7% |