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 | $72,071+285.7% | $68,368+306.6% | $137,256+102.5% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 2.79% | 353.14%-350.3pp | 292.57%-289.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $3,120 | $2,788+11.9% | $2,649+17.8% | $4,156-24.9% |
| Participant deferral / active EE | $8,429 | $4,410+91.1% | $4,123+104.4% | $6,407+31.6% |
| Admin fee / account holder | $5,280 | $5,336-1.0% | $5,150+2.5% | $12,270-57.0% |