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 | $345,794 | $175,202+97.4% | $149,673+131.0% | $139,434+148.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 8.08% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,642 | $5,474-70.0% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $3,358 | $6,519-48.5% | $5,680-40.9% | $6,710-50.0% |
| Admin fee / account holder | $5,369 | $16,150-66.8% | $13,210-59.4% | $11,403-52.9% |