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 | $298,810 | $166,020+80.0% | $164,866+81.2% | $145,959+104.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 1.66% | 100.08%-98.4pp | 69.97%-68.3pp | 561.95%-560.3pp |
| Employer contribution / active EE | $1,215 | $5,275-77.0% | $4,343-72.0% | $4,661-73.9% |
| Participant deferral / active EE | $9,003 | $6,961+29.3% | $6,033+49.2% | $6,689+34.6% |
| Admin fee / account holder | $3,354 | $16,644-79.8% | $12,689-73.6% | $13,398-75.0% |