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 | $254,853 | $100,773+152.9% | $88,946+186.5% | $142,382+79.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 9.25% | 70.18%-60.9pp | 57.82%-48.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,171 | $2,918+8.7% | $2,555+24.1% | $4,299-26.2% |
| Participant deferral / active EE | $4,543 | $5,230-13.1% | $4,581-0.8% | $6,507-30.2% |
| Admin fee / account holder | $2,026 | $9,693-79.1% | $8,261-75.5% | $12,624-83.9% |