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 | $438,598 | $107,791+306.9% | $90,645+383.9% | $135,375+224.0% |
| Participation rate | 36.8% | 78.0%-41.2pp | 74.0%-37.2pp | 82.6%-45.8pp |
| Annual return | -8.11% | -0.90%-7.2pp | 1.88%-10.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,292 | $3,018+42.2% | $2,532+69.5% | $4,779-10.2% |
| Participant deferral / active EE | $6,807 | $3,872+75.8% | $3,425+98.8% | $5,609+21.4% |
| Admin fee / account holder | $829 | $5,930-86.0% | $4,994-83.4% | $10,827-92.3% |