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 | $608,744 | $102,616+493.2% | $81,983+642.5% | $158,922+283.0% |
| Participation rate | 23.1% | 75.5%-52.4pp | 69.2%-46.2pp | 82.0%-58.9pp |
| Annual return | 5.53% | 61.04%-55.5pp | 41.31%-35.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $3,691 | $3,240+13.9% | $2,498+47.8% | $4,761-22.5% |
| Participant deferral / active EE | $4,592 | $4,648-1.2% | $3,722+23.4% | $5,982-23.2% |
| Admin fee / account holder | $14,808 | $8,235+79.8% | $5,664+161.5% | $11,246+31.7% |