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 | $254,246 | $92,703+174.3% | $82,719+207.4% | $134,475+89.1% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.6pp | 81.2%-40.3pp |
| Annual return | -14.42% | 944.92%-959.3pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,408 | $3,274-57.0% | $3,009-53.2% | $4,740-70.3% |
| Participant deferral / active EE | $5,026 | $4,802+4.7% | $4,395+14.4% | $6,400-21.5% |
| Admin fee / account holder | $3,404 | $5,983-43.1% | $5,329-36.1% | $11,426-70.2% |