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 | $273,400 | $56,053+387.7% | $75,972+259.9% | $80,856+238.1% |
| Participation rate | 43.9% | 62.0%-18.1pp | 69.1%-25.1pp | 67.6%-23.7pp |
| Annual return | 8.90% | 20.53%-11.6pp | 359.55%-350.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,062 | $1,874+10.0% | $2,685-23.2% | $2,755-25.1% |
| Participant deferral / active EE | $4,548 | $3,052+49.0% | $4,255+6.9% | $4,296+5.9% |
| Admin fee / account holder | $14,437 | $5,234+175.8% | $6,467+123.2% | $6,918+108.7% |