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 | $259,079 | $95,193+172.2% | $76,523+238.6% | $135,375+91.4% |
| Participation rate | 14.3% | 74.4%-60.1pp | 68.0%-53.7pp | 82.6%-68.4pp |
| Annual return | -4.83% | 4.85%-9.7pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,987 | $4,639+7.5% | $3,835+30.0% | $5,609-11.1% |
| Admin fee / account holder | $4,930 | $6,249-21.1% | $4,848+1.7% | $10,827-54.5% |