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 | $508,729 | $105,998+379.9% | $92,233+451.6% | $147,584+244.7% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 8.14% | 50.05%-41.9pp | 176.28%-168.1pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,109 | $4,333-74.4% | $3,679-69.9% | $4,876-77.3% |
| Participant deferral / active EE | $6,385 | $4,478+42.6% | $3,897+63.9% | $5,439+17.4% |
| Admin fee / account holder | $3,441 | $6,332-45.7% | $5,194-33.8% | $10,885-68.4% |