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 | $328,431 | $92,222+256.1% | $76,768+327.8% | $135,375+142.6% |
| Participation rate | 18.2% | 79.8%-61.6pp | 77.0%-58.8pp | 82.6%-64.5pp |
| Annual return | -4.89% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,220 | $3,216-62.0% | $2,485-50.9% | $4,779-74.5% |
| Participant deferral / active EE | $4,455 | $4,509-1.2% | $3,852+15.7% | $5,609-20.6% |
| Admin fee / account holder | $6,955 | $10,748-35.3% | $6,675+4.2% | $10,827-35.8% |