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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $317,033 | $72,277+338.6% | $101,248+213.1% | $79,858+297.0% |
| Participation rate | 12.3% | 68.5%-56.1pp | 75.8%-63.5pp | 69.6%-57.3pp |
| Annual return | 6.36% | 22.30%-15.9pp | 46.47%-40.1pp | 31.71%-25.4pp |
| Employer contribution / active EE | $712 | $2,692-73.5% | $3,660-80.5% | $2,471-71.2% |
| Participant deferral / active EE | $1,863 | $3,282-43.2% | $4,370-57.4% | $3,740-50.2% |
| Admin fee / account holder | $1,285 | $4,400-70.8% | $5,945-78.4% | $5,306-75.8% |