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 | $251,607 | $93,024+170.5% | $77,024+226.7% | $134,475+87.1% |
| Participation rate | 18.8% | 74.5%-55.7pp | 67.9%-49.2pp | 81.2%-62.5pp |
| Annual return | -19.51% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $783 | $3,418-77.1% | $2,812-72.2% | $4,740-83.5% |
| Participant deferral / active EE | $4,398 | $5,238-16.0% | $4,426-0.7% | $6,400-31.3% |
| Admin fee / account holder | $12,557 | $6,944+80.8% | $5,425+131.4% | $11,426+9.9% |