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 | $255,130 | $73,004+249.5% | $90,749+181.1% | $68,494+272.5% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -5.68% | -13.81%+8.1pp | -12.16%+6.5pp | -7.84%+2.2pp |
| Employer contribution / active EE | $709 | $2,193-67.7% | $2,921-75.7% | $2,596-72.7% |
| Participant deferral / active EE | $2,688 | $3,627-25.9% | $4,564-41.1% | $4,027-33.3% |
| Admin fee / account holder | $25,881 | $5,896+339.0% | $8,445+206.5% | $5,403+379.0% |