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 | $1,351,774 | $183,519+636.6% | $155,509+769.3% | $145,922+826.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 5.95% | 61.17%-55.2pp | 64.67%-58.7pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,935 | $5,313-63.6% | $4,672-58.6% | $4,660-58.5% |
| Participant deferral / active EE | $6,869 | $6,462+6.3% | $5,626+22.1% | $6,688+2.7% |
| Admin fee / account holder | $12,390 | $19,313-35.8% | $15,912-22.1% | $13,397-7.5% |