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 | $374,490 | $31,310+1096.1% | $53,898+594.8% | $74,304+404.0% |
| Participation rate | 8.0% | 30.7%-22.6pp | 55.0%-46.9pp | 60.3%-52.3pp |
| Annual return | 14.40% | 23.16%-8.8pp | 528.60%-514.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $331 | $450-26.4% | $932-64.5% | $2,241-85.2% |
| Participant deferral / active EE | $873 | $934-6.5% | $1,826-52.2% | $3,767-76.8% |
| Admin fee / account holder | $37,218 | $2,175+1610.9% | $2,491+1394.2% | $2,969+1153.6% |