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 | $383,844 | $64,707+493.2% | $112,228+242.0% | $68,494+460.4% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,590 | $2,746+103.6% | $3,635+53.8% | $2,596+115.3% |
| Participant deferral / active EE | $1,809 | $3,565-49.3% | $4,728-61.7% | $4,027-55.1% |
| Admin fee / account holder | $90,488 | $5,232+1629.5% | $6,410+1311.7% | $5,403+1574.9% |