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 | $293,841 | $183,592+60.1% | $155,567+88.9% | $145,959+101.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 2.38% | 61.24%-58.9pp | 64.74%-62.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $2,961 | $5,315-44.3% | $4,674-36.6% | $4,661-36.5% |
| Participant deferral / active EE | $6,922 | $6,464+7.1% | $5,628+23.0% | $6,689+3.5% |
| Admin fee / account holder | $8,873 | $19,318-54.1% | $15,916-44.3% | $13,398-33.8% |