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 | $696,752 | $70,606+886.8% | $53,898+1192.7% | $142,382+389.4% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 22.53% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $984 | $1,202-18.1% | $932+5.6% | $4,299-77.1% |
| Participant deferral / active EE | $2,649 | $2,364+12.0% | $1,826+45.0% | $6,507-59.3% |
| Admin fee / account holder | $11,023 | $2,852+286.6% | $2,491+342.5% | $12,624-12.7% |