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 | $166,020+273.4% | $164,866+276.0% | $145,959+324.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | -7.35% | 100.08%-107.4pp | 69.97%-77.3pp | 561.95%-569.3pp |
| Employer contribution / active EE | $4,533 | $5,275-14.1% | $4,343+4.4% | $4,661-2.7% |
| Participant deferral / active EE | $3,850 | $6,961-44.7% | $6,033-36.2% | $6,689-42.4% |
| Admin fee / account holder | $45,023 | $16,644+170.5% | $12,689+254.8% | $13,398+236.0% |