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 | $338,795 | $114,047+197.1% | $96,139+252.4% | $167,490+102.3% |
| Participation rate | 30.8% | 75.1%-44.3pp | 68.4%-37.7pp | 82.1%-51.3pp |
| Annual return | 8.32% | 189.88%-181.6pp | 191.94%-183.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,286 | $3,427-33.3% | $2,797-18.3% | $4,837-52.8% |
| Participant deferral / active EE | $4,011 | $5,194-22.8% | $4,349-7.8% | $6,341-36.7% |
| Admin fee / account holder | $13,927 | $6,897+101.9% | $5,537+151.5% | $12,309+13.1% |