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 | $324,979 | $63,703+410.1% | $93,063+249.2% | $82,448+294.2% |
| Participation rate | 13.9% | 63.8%-49.9pp | 72.1%-58.2pp | 68.1%-54.2pp |
| Annual return | 16.59% | -775.43%+792.0pp | 34.15%-17.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,370 | $2,919-53.1% | $3,958-65.4% | $4,139-66.9% |
| Admin fee / account holder | $1,730 | $5,982-71.1% | $6,033-71.3% | $7,234-76.1% |