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 | $336,312 | $100,970+233.1% | $96,576+248.2% | $137,256+145.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 8.47% | 38.16%-29.7pp | 38.47%-30.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $10,000 | $3,809+162.5% | $3,553+181.4% | $4,156+140.6% |
| Participant deferral / active EE | $5,000 | $8,286-39.7% | $7,956-37.2% | $6,407-22.0% |
| Admin fee / account holder | $30,488 | $11,312+169.5% | $11,381+167.9% | $12,270+148.5% |