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 | $364,916 | $183,519+98.8% | $155,509+134.7% | $145,922+150.1% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 8.43% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,984 | $5,313-43.8% | $4,672-36.1% | $4,660-36.0% |
| Participant deferral / active EE | $10,390 | $6,462+60.8% | $5,626+84.7% | $6,688+55.4% |
| Admin fee / account holder | $2,034 | $19,313-89.5% | $15,912-87.2% | $13,397-84.8% |