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 | $326,813 | $88,751+268.2% | $81,812+299.5% | $145,922+124.0% |
| Participation rate | 4.8% | 75.0%-70.3pp | 72.3%-67.6pp | 80.3%-75.5pp |
| Annual return | 4.90% | 1025.40%-1020.5pp | 773.79%-768.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $729 | $3,083-76.4% | $2,912-75.0% | $4,660-84.4% |
| Participant deferral / active EE | $810 | $4,643-82.6% | $4,319-81.3% | $6,688-87.9% |
| Admin fee / account holder | $5,527 | $8,415-34.3% | $7,386-25.2% | $13,397-58.7% |