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 | $408,948 | $62,672+552.5% | $185,117+120.9% | $70,131+483.1% |
| Participation rate | 0.0% | 63.8%-63.8pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 15.30% | 40.79%-25.5pp | 40.50%-25.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,083 | $1,753-38.2% | $4,182-74.1% | $2,342-53.8% |
| Participant deferral / active EE | $3,645 | $3,272+11.4% | $5,045-27.8% | $3,332+9.4% |
| Admin fee / account holder | $38,149 | $3,932+870.3% | $8,159+367.6% | $4,645+721.2% |