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 | $307,949 | $80,717+281.5% | $154,803+98.9% | $84,808+263.1% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 3.81% | 37.96%-34.1pp | 58.88%-55.1pp | 40.90%-37.1pp |
| Employer contribution / active EE | $1,207 | $2,761-56.3% | $4,305-72.0% | $2,631-54.1% |
| Participant deferral / active EE | $3,466 | $3,303+4.9% | $5,540-37.4% | $4,212-17.7% |
| Admin fee / account holder | $1,464 | $6,746-78.3% | $14,329-89.8% | $7,344-80.1% |