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 | $161,352+88.4% | $134,172+126.6% | $137,256+121.5% |
| Participation rate | 63.6% | 78.3%-14.6pp | 72.5%-8.8pp | 80.0%-16.3pp |
| Annual return | 8.68% | 28.72%-20.0pp | 25.30%-16.6pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,302 | $4,099-19.4% | $3,420-3.4% | $4,156-20.5% |
| Participant deferral / active EE | $5,840 | $5,552+5.2% | $4,690+24.5% | $6,407-8.8% |
| Admin fee / account holder | $2,389 | $15,028-84.1% | $12,016-80.1% | $12,270-80.5% |