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 9-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 | $414,809 | $74,888+453.9% | $71,209+482.5% | $142,382+191.3% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.8%-63.8pp | 80.1%-70.1pp |
| Annual return | 11.67% | 345.14%-333.5pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $996 | $2,854-65.1% | $2,721-63.4% | $4,299-76.8% |
| Participant deferral / active EE | $2,636 | $4,454-40.8% | $4,175-36.9% | $6,507-59.5% |
| Admin fee / account holder | $1,000 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |