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 | $532,351 | $183,592+190.0% | $155,567+242.2% | $145,959+264.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 10.59% | 61.24%-50.7pp | 64.74%-54.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,761 | $5,315-48.1% | $4,674-40.9% | $4,661-40.8% |
| Participant deferral / active EE | $2,017 | $6,464-68.8% | $5,628-64.2% | $6,689-69.8% |
| Admin fee / account holder | $28,210 | $19,318+46.0% | $15,916+77.2% | $13,398+110.6% |