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 | $360,516 | $127,386+183.0% | $115,037+213.4% | $125,391+187.5% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | -1.66% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,134 | $5,166-58.7% | $4,608-53.7% | $4,866-56.1% |
| Participant deferral / active EE | $5,072 | $6,423-21.0% | $6,026-15.8% | $5,352-5.2% |
| Admin fee / account holder | $1,714 | $9,516-82.0% | $8,175-79.0% | $9,540-82.0% |