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 | $277,991 | $74,888+271.2% | $71,209+290.4% | $142,382+95.2% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 2.79% | 345.14%-342.3pp | 282.51%-279.7pp | 217.08%-214.3pp |
| Employer contribution / active EE | $3,120 | $2,854+9.3% | $2,721+14.7% | $4,299-27.4% |
| Participant deferral / active EE | $8,429 | $4,454+89.2% | $4,175+101.9% | $6,507+29.5% |
| Admin fee / account holder | $5,280 | $5,568-5.2% | $5,349-1.3% | $12,624-58.2% |