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 | $323,775 | $127,777+153.4% | $106,548+203.9% | $167,490+93.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 7.11% | 33.87%-26.8pp | 26.80%-19.7pp | 478.56%-471.4pp |
| Employer contribution / active EE | $2,714 | $3,427-20.8% | $2,819-3.7% | $4,837-43.9% |
| Participant deferral / active EE | $4,959 | $5,087-2.5% | $4,398+12.8% | $6,341-21.8% |
| Admin fee / account holder | $3,382 | $11,228-69.9% | $7,407-54.3% | $12,309-72.5% |