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 | $540,171 | $167,484+222.5% | $151,611+256.3% | $134,475+301.7% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.5%-57.5pp | 81.2%-51.2pp |
| Annual return | -14.57% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,226 | $6,829-67.4% | $6,166-63.9% | $4,740-53.0% |
| Participant deferral / active EE | $5,075 | $8,986-43.5% | $8,363-39.3% | $6,400-20.7% |
| Admin fee / account holder | $810 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |