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 | $295,632 | $175,202+68.7% | $149,673+97.5% | $139,434+112.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.42% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,873 | $5,474-65.8% | $4,818-61.1% | $4,751-60.6% |
| Participant deferral / active EE | $6,941 | $6,519+6.5% | $5,680+22.2% | $6,710+3.4% |
| Admin fee / account holder | $13,758 | $16,150-14.8% | $13,210+4.2% | $11,403+20.7% |