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 | $308,212 | $127,065+142.6% | $113,168+172.3% | $142,382+116.5% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 9.95% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,042 | $5,716-11.8% | $5,107-1.3% | $6,507-22.5% |
| Admin fee / account holder | $132,998 | $15,736+745.2% | $12,068+1002.1% | $12,624+953.6% |