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 7-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 | $254,440 | $127,264+99.9% | $109,895+131.5% | $167,490+51.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.2%-31.4pp | 82.1%-39.2pp |
| Annual return | 2.25% | 22.97%-20.7pp | 29.45%-27.2pp | 478.56%-476.3pp |
| Employer contribution / active EE | $519 | $3,322-84.4% | $2,842-81.7% | $4,837-89.3% |
| Participant deferral / active EE | $1,929 | $4,514-57.3% | $4,048-52.4% | $6,341-69.6% |
| Admin fee / account holder | $844 | $7,114-88.1% | $6,066-86.1% | $12,309-93.1% |