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 | $540,249 | $76,367+607.4% | $93,606+477.2% | $72,985+640.2% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 1.73% | 25.82%-24.1pp | 32.76%-31.0pp | 81.00%-79.3pp |
| Employer contribution / active EE | $3,076 | $2,275+35.2% | $2,718+13.2% | $2,440+26.1% |
| Participant deferral / active EE | $2,287 | $3,538-35.4% | $4,069-43.8% | $3,607-36.6% |
| Admin fee / account holder | $4,615 | $6,838-32.5% | $7,888-41.5% | $5,124-9.9% |