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 | $304,561 | $30,400+901.8% | $53,898+465.1% | $84,808+259.1% |
| Participation rate | 9.4% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-58.9pp |
| Annual return | 2.48% | 500.19%-497.7pp | 528.60%-526.1pp | 40.90%-38.4pp |
| Employer contribution / active EE | $722 | $603+19.8% | $932-22.5% | $2,631-72.6% |
| Participant deferral / active EE | $1,969 | $1,199+64.3% | $1,826+7.8% | $4,212-53.2% |
| Admin fee / account holder | $4,300 | $1,993+115.7% | $2,491+72.6% | $7,344-41.5% |