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 | $262,459 | $99,032+165.0% | $80,019+228.0% | $135,375+93.9% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | -6.77% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $894 | $3,043-70.6% | $2,468-63.8% | $4,779-81.3% |
| Participant deferral / active EE | $2,841 | $4,282-33.6% | $3,686-22.9% | $5,609-49.3% |
| Admin fee / account holder | $608 | $10,436-94.2% | $6,521-90.7% | $10,827-94.4% |