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 | $686,605 | $165,335+315.3% | $149,696+358.7% | $158,922+332.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 7.41% | 348.15%-340.7pp | 276.60%-269.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,201 | $5,103-17.7% | $4,644-9.5% | $4,761-11.8% |
| Participant deferral / active EE | $11,553 | $7,181+60.9% | $6,842+68.9% | $5,982+93.1% |
| Admin fee / account holder | $11,443 | $10,807+5.9% | $9,309+22.9% | $11,246+1.8% |