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 | $438,806 | $54,350+707.4% | $82,719+430.5% | $68,494+540.6% |
| Participation rate | 21.4% | 63.9%-42.5pp | 72.6%-51.1pp | 67.9%-46.5pp |
| Annual return | -12.35% | -13.67%+1.3pp | 701.18%-713.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $783 | $2,218-64.7% | $3,009-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $3,303 | $3,246+1.8% | $4,395-24.8% | $4,027-18.0% |
| Admin fee / account holder | $10,350 | $4,395+135.5% | $5,329+94.2% | $5,403+91.6% |