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 | $320,847 | $106,890+200.2% | $84,015+281.9% | $152,861+109.9% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.4%-60.2pp |
| Annual return | -12.11% | 104.99%-117.1pp | 71.31%-83.4pp | 345.32%-357.4pp |
| Employer contribution / active EE | $580 | $2,734-78.8% | $1,983-70.7% | $4,762-87.8% |
| Participant deferral / active EE | $2,817 | $4,011-29.8% | $3,239-13.0% | $5,850-51.9% |
| Admin fee / account holder | $8,472 | $8,285+2.3% | $6,101+38.9% | $11,596-26.9% |