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 | $431,118 | $112,881+281.9% | $90,951+374.0% | $158,922+171.3% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 4.12% | 215.79%-211.7pp | 134.60%-130.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,672 | $2,893-42.2% | $2,122-21.2% | $4,761-64.9% |
| Participant deferral / active EE | $9,000 | $4,128+118.0% | $3,373+166.8% | $5,982+50.4% |
| Admin fee / account holder | $5,557 | $8,041-30.9% | $5,959-6.7% | $11,246-50.6% |