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 | $486,679 | $99,877+387.3% | $84,966+472.8% | $145,922+233.5% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 7.75% | 83.76%-76.0pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,920 | $3,231-40.6% | $2,727-29.6% | $4,660-58.8% |
| Participant deferral / active EE | $3,088 | $5,291-41.6% | $4,519-31.7% | $6,688-53.8% |
| Admin fee / account holder | $13,444 | $7,248+85.5% | $6,149+118.6% | $13,397+0.4% |