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 | $545,800 | $105,860+415.6% | $90,749+501.4% | $134,475+305.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.71% | -11.01%-6.7pp | -12.16%-5.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $859 | $3,462-75.2% | $2,921-70.6% | $4,740-81.9% |
| Participant deferral / active EE | $3,209 | $5,216-38.5% | $4,564-29.7% | $6,400-49.9% |
| Admin fee / account holder | $93,618 | $13,938+571.7% | $8,445+1008.6% | $11,426+719.4% |