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 | $80,717+285.9% | $154,803+101.2% | $84,808+267.3% |
| Participation rate | 18.6% | 66.8%-48.2pp | 78.1%-59.5pp | 68.3%-49.7pp |
| Annual return | 12.45% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $988 | $2,761-64.2% | $4,305-77.0% | $2,631-62.4% |
| Participant deferral / active EE | $3,480 | $3,303+5.3% | $5,540-37.2% | $4,212-17.4% |
| Admin fee / account holder | $36,346 | $6,746+438.8% | $14,329+153.6% | $7,344+394.9% |