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 | $540,098 | $129,942+315.6% | $104,294+417.9% | $134,475+301.6% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -17.88% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,000 | $4,184-76.1% | $3,372-70.3% | $4,740-78.9% |
| Participant deferral / active EE | $9,000 | $5,588+61.1% | $4,625+94.6% | $6,400+40.6% |
| Admin fee / account holder | $7,409 | $9,323-20.5% | $7,339+0.9% | $11,426-35.2% |