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 | $272,979 | $175,202+55.8% | $149,673+82.4% | $139,434+95.8% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 5.89% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $2,086 | $5,474-61.9% | $4,818-56.7% | $4,751-56.1% |
| Participant deferral / active EE | $5,500 | $6,519-15.6% | $5,680-3.2% | $6,710-18.0% |
| Admin fee / account holder | $348 | $16,150-97.8% | $13,210-97.4% | $11,403-97.0% |