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 | $251,370 | $67,411+272.9% | $91,001+176.2% | $70,131+258.4% |
| Participation rate | 12.9% | 71.4%-58.5pp | 75.6%-62.7pp | 69.5%-56.6pp |
| Annual return | 17.07% | -40.16%+57.2pp | 4.60%+12.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $703 | $1,786-60.6% | $2,456-71.4% | $2,342-70.0% |
| Participant deferral / active EE | $2,179 | $2,823-22.8% | $3,547-38.6% | $3,332-34.6% |
| Admin fee / account holder | $868 | $4,236-79.5% | $5,417-84.0% | $4,645-81.3% |