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 | $310,636 | $133,958+131.9% | $112,228+176.8% | $134,475+131.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -21.17% | 47.11%-68.3pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $4,339 | $4,038+7.5% | $3,635+19.4% | $4,740-8.5% |
| Participant deferral / active EE | $6,471 | $5,291+22.3% | $4,728+36.9% | $6,400+1.1% |
| Admin fee / account holder | $19,132 | $7,489+155.5% | $6,410+198.5% | $11,426+67.4% |