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 | $460,714 | $66,302+594.9% | $110,238+317.9% | $56,287+718.5% |
| Participation rate | 2.3% | 74.9%-72.6pp | 79.8%-77.5pp | 69.9%-67.5pp |
| Annual return | -6.39% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $8,922 | $2,047+335.8% | $3,826+133.2% | $2,111+322.7% |
| Participant deferral / active EE | $8,620 | $3,381+154.9% | $4,672+84.5% | $3,350+157.3% |
| Admin fee / account holder | $52,862 | $698+7468.1% | $8,547+518.5% | $521+10047.4% |