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 | $329,823 | $84,402+290.8% | $61,373+437.4% | $134,475+145.3% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -13.27% | 584.55%-597.8pp | 338.61%-351.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,727 | $1,544+11.8% | $1,159+49.0% | $4,740-63.6% |
| Participant deferral / active EE | $1,167 | $2,819-58.6% | $2,125-45.1% | $6,400-81.8% |
| Admin fee / account holder | $7,393 | $2,585+186.0% | $2,130+247.2% | $11,426-35.3% |