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 | $555,208 | $92,222+502.0% | $76,768+623.2% | $135,375+310.1% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -11.43% | 5.46%-16.9pp | 2.43%-13.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,266 | $3,216-29.5% | $2,485-8.8% | $4,779-52.6% |
| Participant deferral / active EE | $5,269 | $4,509+16.9% | $3,852+36.8% | $5,609-6.1% |
| Admin fee / account holder | $27,856 | $10,748+159.2% | $6,675+317.3% | $10,827+157.3% |