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 | $1,189,836 | $124,281+857.4% | $109,143+990.2% | $167,490+610.4% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 14.50% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,064 | $4,207-27.2% | $3,722-17.7% | $4,837-36.7% |
| Participant deferral / active EE | $5,200 | $5,255-1.0% | $4,653+11.8% | $6,341-18.0% |
| Admin fee / account holder | $12,943 | $7,970+62.4% | $6,752+91.7% | $12,309+5.2% |