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 | $257,877 | $106,543+142.0% | $91,220+182.7% | $134,475+91.8% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -18.18% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,523 | $3,331-24.2% | $2,850-11.5% | $4,740-46.8% |
| Participant deferral / active EE | $5,631 | $4,719+19.3% | $4,234+33.0% | $6,400-12.0% |
| Admin fee / account holder | $1,587 | $6,231-74.5% | $5,420-70.7% | $11,426-86.1% |