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 | $1,035,514 | $106,584+871.6% | $101,326+922.0% | $142,382+627.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 9.87% | 36.93%-27.1pp | 36.82%-27.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $16,406 | $3,956+314.7% | $3,665+347.6% | $4,299+281.6% |
| Participant deferral / active EE | $11,342 | $8,297+36.7% | $7,994+41.9% | $6,507+74.3% |
| Admin fee / account holder | $30,644 | $11,446+167.7% | $11,185+174.0% | $12,624+142.7% |