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 | $442,657 | $172,111+157.2% | $150,298+194.5% | $137,256+222.5% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 8.62% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,080 | $4,636-33.6% | $4,154-25.9% | $4,156-25.9% |
| Participant deferral / active EE | $9,135 | $6,166+48.2% | $5,453+67.5% | $6,407+42.6% |
| Admin fee / account holder | $3,725 | $16,471-77.4% | $14,116-73.6% | $12,270-69.6% |