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 | $283,840 | $109,817+158.5% | $98,442+188.3% | $167,490+69.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 8.71% | 1956.69%-1948.0pp | 1492.73%-1484.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $616 | $3,224-80.9% | $2,960-79.2% | $4,837-87.3% |
| Participant deferral / active EE | $3,080 | $4,673-34.1% | $4,276-28.0% | $6,341-51.4% |
| Admin fee / account holder | $5,671 | $6,753-16.0% | $5,949-4.7% | $12,309-53.9% |