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 | $454,120 | $81,248+458.9% | $155,509+192.0% | $80,856+461.6% |
| Participation rate | 10.0% | 66.2%-56.2pp | 78.2%-68.2pp | 67.6%-57.6pp |
| Annual return | 6.37% | 33.31%-26.9pp | 64.67%-58.3pp | 35.59%-29.2pp |
| Employer contribution / active EE | $426 | $3,100-86.3% | $4,672-90.9% | $2,755-84.5% |
| Participant deferral / active EE | $1,765 | $3,452-48.9% | $5,626-68.6% | $4,296-58.9% |
| Admin fee / account holder | $12,228 | $7,997+52.9% | $15,912-23.2% | $6,918+76.7% |