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 | $382,952 | $148,534+157.8% | $135,903+181.8% | $139,434+174.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 7.51% | 79.19%-71.7pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,298 | $5,243-75.2% | $4,856-73.3% | $4,751-72.7% |
| Participant deferral / active EE | $6,067 | $8,100-25.1% | $7,758-21.8% | $6,710-9.6% |
| Admin fee / account holder | $5,938 | $12,400-52.1% | $10,762-44.8% | $11,403-47.9% |