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 | $257,530 | $154,228+67.0% | $145,433+77.1% | $137,256+87.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.22% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,224 | $4,804-32.9% | $4,554-29.2% | $4,156-22.4% |
| Participant deferral / active EE | $8,864 | $8,216+7.9% | $7,897+12.2% | $6,407+38.4% |
| Admin fee / account holder | $3,557 | $14,344-75.2% | $13,129-72.9% | $12,270-71.0% |