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 | $933,384 | $154,117+505.6% | $129,995+618.0% | $139,434+569.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 9.06% | 32.48%-23.4pp | -137.18%+146.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $9,949 | $5,289+88.1% | $4,320+130.3% | $4,751+109.4% |
| Participant deferral / active EE | $3,597 | $6,710-46.4% | $5,820-38.2% | $6,710-46.4% |
| Admin fee / account holder | $3,457 | $14,007-75.3% | $10,614-67.4% | $11,403-69.7% |