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 | $304,064 | $163,101+86.4% | $136,749+122.4% | $142,382+113.6% |
| Participation rate | 63.6% | 78.2%-14.6pp | 72.1%-8.5pp | 80.1%-16.5pp |
| Annual return | 8.68% | 27.54%-18.9pp | 24.33%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,302 | $4,117-19.8% | $3,400-2.9% | $4,299-23.2% |
| Participant deferral / active EE | $5,840 | $5,585+4.6% | $4,692+24.5% | $6,507-10.3% |
| Admin fee / account holder | $2,389 | $14,318-83.3% | $11,386-79.0% | $12,624-81.1% |