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 | $352,883 | $148,534+137.6% | $135,903+159.7% | $139,434+153.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.85% | 79.19%-68.3pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,219 | $5,243-38.6% | $4,856-33.7% | $4,751-32.2% |
| Participant deferral / active EE | $15,293 | $8,100+88.8% | $7,758+97.1% | $6,710+127.9% |
| Admin fee / account holder | $65,197 | $12,400+425.8% | $10,762+505.8% | $11,403+471.8% |