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 | $395,611 | $111,814+253.8% | $103,374+282.7% | $145,959+171.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.02% | 24.77%-15.7pp | 24.89%-15.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $5,746 | $4,214+36.4% | $3,869+48.5% | $4,661+23.3% |
| Participant deferral / active EE | $13,077 | $5,618+132.8% | $5,058+158.5% | $6,689+95.5% |
| Admin fee / account holder | $12,023 | $9,754+23.3% | $8,394+43.2% | $13,398-10.3% |