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 | $288,393 | $35,183+719.7% | $73,545+292.1% | $70,131+311.2% |
| Participation rate | 5.1% | 42.9%-37.8pp | 54.9%-49.8pp | 69.5%-64.4pp |
| Annual return | 14.60% | 26.90%-12.3pp | -15.16%+29.8pp | 73.14%-58.5pp |
| Employer contribution / active EE | $547 | $709-22.8% | $1,219-55.1% | $2,342-76.6% |
| Participant deferral / active EE | $897 | $1,220-26.4% | $1,806-50.3% | $3,332-73.1% |
| Admin fee / account holder | $3,105 | $2,302+34.9% | $2,320+33.9% | $4,645-33.2% |