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 | $370,524 | $209,411+76.9% | $178,490+107.6% | $158,922+133.1% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 0.99% | 188.75%-187.8pp | 151.07%-150.1pp | 302.83%-301.8pp |
| Employer contribution / active EE | $1,770 | $5,706-69.0% | $5,011-64.7% | $4,761-62.8% |
| Participant deferral / active EE | $6,059 | $5,954+1.8% | $5,202+16.5% | $5,982+1.3% |
| Admin fee / account holder | $454 | $17,074-97.3% | $13,984-96.8% | $11,246-96.0% |