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 | $619,929 | $165,984+273.5% | $164,813+276.1% | $145,922+324.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | -7.35% | 100.03%-107.4pp | 69.93%-77.3pp | 561.29%-568.6pp |
| Employer contribution / active EE | $4,533 | $5,273-14.0% | $4,341+4.4% | $4,660-2.7% |
| Participant deferral / active EE | $3,850 | $6,959-44.7% | $6,031-36.2% | $6,688-42.4% |
| Admin fee / account holder | $45,023 | $16,648+170.4% | $12,690+254.8% | $13,397+236.1% |