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 | $1,740,937 | $133,922+1200.0% | $116,228+1397.9% | $142,382+1122.7% |
| Participation rate | 6.7% | 77.9%-71.2pp | 74.6%-67.9pp | 80.1%-73.5pp |
| Annual return | 9.95% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,951 | $3,446-43.4% | $2,994-34.8% | $4,299-54.6% |
| Participant deferral / active EE | $3,650 | $5,672-35.7% | $4,953-26.3% | $6,507-43.9% |
| Admin fee / account holder | $50,146 | $14,945+235.5% | $11,989+318.3% | $12,624+297.2% |