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 | $494,005 | $138,044+257.9% | $125,339+294.1% | $134,475+267.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -28.65% | 750.33%-779.0pp | 572.05%-600.7pp | 417.96%-446.6pp |
| Employer contribution / active EE | $5,540 | $5,243+5.7% | $4,814+15.1% | $4,740+16.9% |
| Participant deferral / active EE | $14,700 | $7,799+88.5% | $7,446+97.4% | $6,400+129.7% |
| Admin fee / account holder | $3,744 | $11,571-67.6% | $10,010-62.6% | $11,426-67.2% |