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 | $294,235 | $96,305+205.5% | $80,569+265.2% | $139,434+111.0% |
| Participation rate | 10.5% | 73.6%-63.1pp | 67.0%-56.5pp | 80.3%-69.8pp |
| Annual return | 0.96% | 1350.08%-1349.1pp | 935.43%-934.5pp | 372.94%-372.0pp |
| Employer contribution / active EE | $938 | $3,262-71.2% | $2,723-65.5% | $4,751-80.3% |
| Participant deferral / active EE | $3,158 | $5,232-39.6% | $4,447-29.0% | $6,710-52.9% |
| Admin fee / account holder | $1,866 | $6,599-71.7% | $5,377-65.3% | $11,403-83.6% |