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 | $495,753 | $109,817+351.4% | $98,442+403.6% | $167,490+196.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.08% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,000 | $3,224-38.0% | $2,960-32.4% | $4,837-58.7% |
| Participant deferral / active EE | $2,750 | $4,673-41.2% | $4,276-35.7% | $6,341-56.6% |
| Admin fee / account holder | $438,735 | $6,753+6397.2% | $5,949+7274.7% | $12,309+3464.3% |