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 | $1,802,816 | $198,466+808.4% | $170,442+957.7% | $147,584+1121.6% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 12.44% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,894 | $6,184-53.2% | $5,433-46.7% | $4,876-40.7% |
| Participant deferral / active EE | $6,333 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $17,369 | $16,852+3.1% | $13,880+25.1% | $10,885+59.6% |