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 9-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 | $786,971 | $39,019+1916.9% | $80,716+875.0% | $85,850+816.7% |
| Participation rate | 3.1% | 41.5%-38.4pp | 54.2%-51.0pp | 69.3%-66.2pp |
| Annual return | 16.58% | 26.27%-9.7pp | 87.28%-70.7pp | 318.53%-302.0pp |
| Employer contribution / active EE | $138 | $722-80.9% | $1,160-88.1% | $2,565-94.6% |
| Participant deferral / active EE | $517 | $1,326-61.0% | $2,146-75.9% | $3,952-86.9% |
| Admin fee / account holder | $427,463 | $2,431+17485.3% | $3,380+12547.5% | $6,260+6728.6% |