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 8-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 | $270,935 | $202,318+33.9% | $172,739+56.8% | $152,861+77.2% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 2.37% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-342.9pp |
| Employer contribution / active EE | $3,381 | $5,856-42.3% | $5,143-34.3% | $4,762-29.0% |
| Participant deferral / active EE | $6,882 | $5,948+15.7% | $5,198+32.4% | $5,850+17.6% |
| Admin fee / account holder | $14,275 | $17,109-16.6% | $13,954+2.3% | $11,596+23.1% |