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 | $423,355 | $100,773+320.1% | $88,946+376.0% | $142,382+197.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 5.65% | 70.18%-64.5pp | 57.82%-52.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $444 | $2,918-84.8% | $2,555-82.6% | $4,299-89.7% |
| Participant deferral / active EE | $8,688 | $5,230+66.1% | $4,581+89.6% | $6,507+33.5% |
| Admin fee / account holder | $1,088 | $9,693-88.8% | $8,261-86.8% | $12,624-91.4% |