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 | $1,933,541 | $165,335+1069.5% | $149,696+1191.6% | $158,922+1116.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.27% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,581 | $5,103+9.4% | $4,644+20.2% | $4,761+17.2% |
| Participant deferral / active EE | $12,480 | $7,181+73.8% | $6,842+82.4% | $5,982+108.6% |
| Admin fee / account holder | $4,603 | $10,807-57.4% | $9,309-50.6% | $11,246-59.1% |