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 6-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 | $255,653 | $152,509+67.6% | $117,472+117.6% | $134,475+90.1% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -14.43% | 52.99%-67.4pp | 29.74%-44.2pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,333 | $5,571-76.1% | $4,176-68.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,417 | $4,818-29.1% | $4,070-16.1% | $6,400-46.6% |
| Admin fee / account holder | $1,803 | $7,004-74.3% | $5,645-68.1% | $11,426-84.2% |