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 | $239,571+32.6% | $183,328+73.3% | $137,256+131.5% |
| Participation rate | 57.1% | 82.4%-25.3pp | 77.3%-20.2pp | 80.0%-22.8pp |
| Annual return | 9.27% | 35.69%-26.4pp | 29.67%-20.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,925 | $6,148-68.7% | $5,055-61.9% | $4,156-53.7% |
| Participant deferral / active EE | $3,669 | $7,995-54.1% | $6,795-46.0% | $6,407-42.7% |
| Admin fee / account holder | $2,582 | $30,059-91.4% | $21,427-88.0% | $12,270-79.0% |