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 | $306,090 | $167,484+82.8% | $151,611+101.9% | $134,475+127.6% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -7.27% | 7.80%-15.1pp | 3.33%-10.6pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,490 | $6,829-63.5% | $6,166-59.6% | $4,740-47.5% |
| Participant deferral / active EE | $6,750 | $8,986-24.9% | $8,363-19.3% | $6,400+5.5% |
| Admin fee / account holder | $3,353 | $13,783-75.7% | $11,616-71.1% | $11,426-70.7% |