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 | $309,218 | $197,591+56.5% | $177,821+73.9% | $158,922+94.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -0.21% | 58.76%-59.0pp | 48.32%-48.5pp | 302.83%-303.0pp |
| Employer contribution / active EE | $1,690 | $6,697-74.8% | $5,918-71.4% | $4,761-64.5% |
| Participant deferral / active EE | $6,996 | $8,405-16.8% | $7,714-9.3% | $5,982+16.9% |
| Admin fee / account holder | $1,167 | $15,399-92.4% | $12,427-90.6% | $11,246-89.6% |