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 | $299,325 | $95,862+212.2% | $79,550+276.3% | $134,475+122.6% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -13.35% | -2.69%-10.7pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,283 | $3,128-59.0% | $2,413-46.8% | $4,740-72.9% |
| Participant deferral / active EE | $3,366 | $4,693-28.3% | $3,985-15.5% | $6,400-47.4% |
| Admin fee / account holder | $17,047 | $9,126+86.8% | $6,832+149.5% | $11,426+49.2% |