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 9-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 | $684,508 | $32,117+2031.3% | $71,086+862.9% | $64,186+966.5% |
| Participation rate | 2.8% | 42.7%-39.9pp | 54.7%-51.9pp | 69.6%-66.8pp |
| Annual return | -6.74% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $128 | $712-82.1% | $1,088-88.3% | $2,381-94.6% |
| Participant deferral / active EE | $478 | $1,263-62.1% | $1,874-74.5% | $3,470-86.2% |
| Admin fee / account holder | $19,521 | $2,759+607.5% | $3,082+533.3% | $4,888+299.4% |