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 | $333,763 | $64,707+415.8% | $112,228+197.4% | $68,494+387.3% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -4.63% | -11.40%+6.8pp | 27.45%-32.1pp | -7.84%+3.2pp |
| Employer contribution / active EE | $1,130 | $2,746-58.9% | $3,635-68.9% | $2,596-56.5% |
| Participant deferral / active EE | $2,709 | $3,565-24.0% | $4,728-42.7% | $4,027-32.7% |
| Admin fee / account holder | $1,746 | $5,232-66.6% | $6,410-72.8% | $5,403-67.7% |