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 | $64,839+401.2% | $95,585+240.0% | $84,808+283.2% |
| Participation rate | 13.9% | 63.8%-49.9pp | 72.1%-58.2pp | 68.3%-54.4pp |
| Annual return | 16.59% | -670.96%+687.6pp | 38.56%-22.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,370 | $2,965-53.8% | $4,023-65.9% | $4,212-67.5% |
| Admin fee / account holder | $1,730 | $5,964-71.0% | $6,127-71.8% | $7,344-76.4% |