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 6-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 | $2,255,898 | $175,202+1187.6% | $149,673+1407.2% | $139,434+1517.9% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 22.65% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,214 | $5,474+13.5% | $4,818+29.0% | $4,751+30.8% |
| Participant deferral / active EE | $4,286 | $6,519-34.3% | $5,680-24.5% | $6,710-36.1% |
| Admin fee / account holder | $14,938 | $16,150-7.5% | $13,210+13.1% | $11,403+31.0% |