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 | $550,488 | $124,185+343.3% | $108,410+407.8% | $167,490+228.7% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.5pp |
| Annual return | 8.87% | 1379.64%-1370.8pp | 905.27%-896.4pp | 478.56%-469.7pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,023 | $6,908+74.0% | $6,563+83.2% | $6,341+89.6% |
| Admin fee / account holder | $6,207 | $9,455-34.3% | $7,295-14.9% | $12,309-49.6% |