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 | $311,513 | $76,407+307.7% | $150,298+107.3% | $82,448+277.8% |
| Participation rate | 18.6% | 66.4%-47.8pp | 77.8%-59.2pp | 68.1%-49.5pp |
| Annual return | 12.45% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $988 | $2,614-62.2% | $4,154-76.2% | $2,551-61.3% |
| Participant deferral / active EE | $3,480 | $3,214+8.3% | $5,453-36.2% | $4,139-15.9% |
| Admin fee / account holder | $36,346 | $6,352+472.2% | $14,116+157.5% | $7,234+402.4% |