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 | $365,029 | $95,862+280.8% | $79,550+358.9% | $134,475+171.4% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -9.84% | -2.69%-7.2pp | 0.16%-10.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,160 | $3,128-62.9% | $2,413-51.9% | $4,740-75.5% |
| Participant deferral / active EE | $5,364 | $4,693+14.3% | $3,985+34.6% | $6,400-16.2% |
| Admin fee / account holder | $4,328 | $9,126-52.6% | $6,832-36.6% | $11,426-62.1% |