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 | $398,645 | $65,375+509.8% | - | $152,861+160.8% |
| Participation rate | 33.3% | 72.6%-39.2pp | - | 82.4%-49.1pp |
| Annual return | 10.85% | 27.96%-17.1pp | - | 345.32%-334.5pp |
| Employer contribution / active EE | $2,303 | $2,747-16.2% | - | $4,762-51.6% |
| Participant deferral / active EE | $7,556 | $4,110+83.8% | - | $5,850+29.2% |
| Admin fee / account holder | $26,529 | $4,607+475.9% | - | $11,596+128.8% |