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 | $267,204 | $55,706+379.7% | $75,886+252.1% | $72,985+266.1% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.3%-7.4pp | 69.5%-7.6pp |
| Annual return | 14.21% | 27.59%-13.4pp | 30.76%-16.5pp | 81.00%-66.8pp |
| Employer contribution / active EE | $6,792 | $1,687+302.7% | $2,500+171.6% | $2,440+178.4% |
| Participant deferral / active EE | $2,216 | $2,634-15.8% | $3,603-38.5% | $3,607-38.6% |
| Admin fee / account holder | $5,454 | $3,978+37.1% | $5,418+0.7% | $5,124+6.4% |