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 | $355,496 | $65,061+446.4% | $143,757+147.3% | $66,914+431.3% |
| Participation rate | 2.0% | 65.2%-63.2pp | 80.3%-78.3pp | 69.8%-67.8pp |
| Annual return | 3.10% | -11.14%+14.2pp | -0.04%+3.1pp | 1.58%+1.5pp |
| Employer contribution / active EE | $839 | $2,361-64.5% | $4,951-83.1% | $2,544-67.0% |
| Participant deferral / active EE | $2,359 | $2,919-19.2% | $5,637-58.1% | $4,237-44.3% |
| Admin fee / account holder | $18,677 | $502+3621.1% | $14,673+27.3% | $593+3048.3% |