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 | $285,791 | $95,803+198.3% | $113,168+152.5% | $84,808+237.0% |
| Participation rate | 30.3% | 72.9%-42.6pp | 76.6%-46.3pp | 68.3%-38.0pp |
| Annual return | 9.19% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,502 | $2,360-36.3% | $2,975-49.5% | $2,631-42.9% |
| Participant deferral / active EE | $3,142 | $4,242-25.9% | $5,107-38.5% | $4,212-25.4% |
| Admin fee / account holder | $1,079 | $8,989-88.0% | $12,068-91.1% | $7,344-85.3% |