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 | $278,293 | $99,032+181.0% | $80,019+247.8% | $135,375+105.6% |
| Participation rate | 18.2% | 78.4%-60.2pp | 75.8%-57.6pp | 82.6%-64.5pp |
| Annual return | -5.08% | 15.39%-20.5pp | 11.22%-16.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,176 | $4,282+20.9% | $3,686+40.4% | $5,609-7.7% |
| Admin fee / account holder | $2,004 | $10,436-80.8% | $6,521-69.3% | $10,827-81.5% |