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 | $791,660 | $209,336+278.2% | $197,124+301.6% | $137,256+476.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 6.73% | 48.09%-41.4pp | 44.34%-37.6pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,439 | $6,591-78.2% | $6,227-76.9% | $4,156-65.4% |
| Participant deferral / active EE | $27,950 | $9,614+190.7% | $9,135+206.0% | $6,407+336.3% |
| Admin fee / account holder | $37,769 | $17,308+118.2% | $16,298+131.7% | $12,270+207.8% |