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 | $464,277 | $91,911+405.1% | $68,793+574.9% | $135,375+243.0% |
| Participation rate | 28.6% | 76.7%-48.2pp | 72.2%-43.7pp | 82.6%-54.1pp |
| Annual return | -4.98% | -8.22%+3.2pp | -4.63%-0.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,357 | $3,924-39.9% | $2,625-10.2% | $4,779-50.7% |
| Participant deferral / active EE | $3,500 | $4,315-18.9% | $3,311+5.7% | $5,609-37.6% |
| Admin fee / account holder | $13,970 | $9,240+51.2% | $5,131+172.3% | $10,827+29.0% |