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 | $377,924 | $80,717+368.2% | $154,803+144.1% | $84,808+345.6% |
| Participation rate | 20.4% | 66.8%-46.4pp | 78.1%-57.7pp | 68.3%-47.9pp |
| Annual return | 10.02% | 37.96%-27.9pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $755 | $2,761-72.7% | $4,305-82.5% | $2,631-71.3% |
| Participant deferral / active EE | $2,024 | $3,303-38.7% | $5,540-63.5% | $4,212-51.9% |
| Admin fee / account holder | $2,779 | $6,746-58.8% | $14,329-80.6% | $7,344-62.2% |