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 | $1,130,252 | $172,111+556.7% | $150,298+652.0% | $137,256+723.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.81% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $19,419 | $4,636+318.9% | $4,154+367.5% | $4,156+367.2% |
| Participant deferral / active EE | $22,150 | $6,166+259.2% | $5,453+306.2% | $6,407+245.7% |
| Admin fee / account holder | $16,997 | $16,471+3.2% | $14,116+20.4% | $12,270+38.5% |