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 | $274,393 | $159,901+71.6% | $146,958+86.7% | $145,922+88.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.25% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $8,991 | $8,428+6.7% | $8,070+11.4% | $6,688+34.4% |
| Admin fee / account holder | $4,668 | $15,044-69.0% | $12,998-64.1% | $13,397-65.2% |