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 | $570,485 | $172,111+231.5% | $150,298+279.6% | $137,256+315.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 10.32% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,136 | $4,636-53.9% | $4,154-48.6% | $4,156-48.6% |
| Participant deferral / active EE | $3,020 | $6,166-51.0% | $5,453-44.6% | $6,407-52.9% |
| Admin fee / account holder | $16,322 | $16,471-0.9% | $14,116+15.6% | $12,270+33.0% |