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 | $477,451 | $158,817+200.6% | $121,196+294.0% | $135,375+252.7% |
| Participation rate | 22.2% | 79.3%-57.1pp | 71.7%-49.5pp | 82.6%-60.4pp |
| Annual return | -7.10% | -0.64%-6.5pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,006 | $5,665-46.9% | $4,022-25.2% | $4,779-37.1% |
| Participant deferral / active EE | $5,468 | $4,005+36.5% | $3,344+63.5% | $5,609-2.5% |
| Admin fee / account holder | $1,573 | $6,512-75.8% | $5,019-68.7% | $10,827-85.5% |