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 | $537,335 | $210,648+155.1% | $177,989+201.9% | $145,922+268.2% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 7.43% | 385.86%-378.4pp | 294.48%-287.1pp | 561.29%-553.9pp |
| Employer contribution / active EE | $17,317 | $4,565+279.4% | $3,949+338.5% | $4,660+271.6% |
| Participant deferral / active EE | $11,616 | $6,958+66.9% | $6,276+85.1% | $6,688+73.7% |
| Admin fee / account holder | $3,877 | $12,013-67.7% | $10,363-62.6% | $13,397-71.1% |