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 | $284,817 | $84,402+237.5% | $61,373+364.1% | $134,475+111.8% |
| Participation rate | 8.3% | 62.2%-53.9pp | 52.6%-44.2pp | 81.2%-72.9pp |
| Annual return | -2.47% | 584.55%-587.0pp | 338.61%-341.1pp | 417.96%-420.4pp |
| Employer contribution / active EE | $563 | $1,544-63.5% | $1,159-51.4% | $4,740-88.1% |
| Participant deferral / active EE | $1,646 | $2,819-41.6% | $2,125-22.5% | $6,400-74.3% |
| Admin fee / account holder | $7,872 | $2,585+204.5% | $2,130+269.6% | $11,426-31.1% |