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 | $520,555 | $78,672+561.7% | $109,143+376.9% | $85,850+506.4% |
| Participation rate | 0.0% | 68.3%-68.3pp | 75.9%-75.9pp | 69.3%-69.3pp |
| Annual return | 14.88% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $6,096 | $2,735+122.9% | $3,722+63.8% | $2,565+137.7% |
| Participant deferral / active EE | $2,680 | $3,467-22.7% | $4,653-42.4% | $3,952-32.2% |
| Admin fee / account holder | $43,695 | $5,469+698.9% | $6,752+547.1% | $6,260+598.0% |