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 | $827,987 | $95,862+763.7% | $79,550+940.8% | $134,475+515.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -16.44% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,747 | $3,128-44.1% | $2,413-27.6% | $4,740-63.1% |
| Participant deferral / active EE | $10,800 | $4,693+130.1% | $3,985+171.0% | $6,400+68.8% |
| Admin fee / account holder | $25,837 | $9,126+183.1% | $6,832+278.1% | $11,426+126.1% |