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 7-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 | $1,587,228 | $111,814+1319.5% | $93,654+1594.8% | $145,959+987.4% |
| Participation rate | 6.7% | 74.2%-67.5pp | 68.7%-62.1pp | 80.3%-73.6pp |
| Annual return | 16.87% | 203.30%-186.4pp | 133.34%-116.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,149 | $3,092-62.8% | $2,421-52.5% | $4,661-75.4% |
| Participant deferral / active EE | $1,804 | $4,914-63.3% | $4,413-59.1% | $6,689-73.0% |
| Admin fee / account holder | $9,882 | $10,246-3.6% | $8,282+19.3% | $13,398-26.2% |