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 | $326,355 | $106,543+206.3% | $91,220+257.8% | $134,475+142.7% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -29.05% | 160.60%-189.6pp | 114.01%-143.1pp | 417.96%-447.0pp |
| Employer contribution / active EE | $4,199 | $3,331+26.1% | $2,850+47.3% | $4,740-11.4% |
| Participant deferral / active EE | $16,012 | $4,719+239.3% | $4,234+278.2% | $6,400+150.2% |
| Admin fee / account holder | $27,454 | $6,231+340.6% | $5,420+406.6% | $11,426+140.3% |