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 | $280,995 | $111,754+151.4% | $103,333+171.9% | $145,922+92.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 8.93% | 24.77%-15.8pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,153 | $4,212-72.6% | $3,868-70.2% | $4,660-75.3% |
| Participant deferral / active EE | $9,272 | $5,619+65.0% | $5,057+83.3% | $6,688+38.6% |
| Admin fee / account holder | $678 | $9,750-93.0% | $8,355-91.9% | $13,397-94.9% |