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 | $317,790 | $238,490+33.3% | $180,183+76.4% | $142,382+123.2% |
| Participation rate | 57.1% | 82.3%-25.1pp | 77.4%-20.3pp | 80.1%-23.0pp |
| Annual return | 9.27% | 33.56%-24.3pp | 27.86%-18.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,925 | $6,143-68.7% | $5,039-61.8% | $4,299-55.2% |
| Participant deferral / active EE | $3,669 | $7,996-54.1% | $6,822-46.2% | $6,507-43.6% |
| Admin fee / account holder | $2,582 | $28,866-91.1% | $19,975-87.1% | $12,624-79.5% |