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 | $255,469 | $89,753+184.6% | $107,525+137.6% | $84,808+201.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 10.80% | 29.48%-18.7pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,486 | $3,113-20.2% | $3,754-33.8% | $2,631-5.5% |
| Participant deferral / active EE | $4,451 | $4,056+9.7% | $5,116-13.0% | $4,212+5.7% |
| Admin fee / account holder | $7,386 | $7,222+2.3% | $8,919-17.2% | $7,344+0.6% |