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 | $407,257 | $73,933+450.8% | $96,683+321.2% | $75,163+441.8% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 8.13% | 26.70%-18.6pp | 35.69%-27.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,235 | $2,928-57.8% | $3,737-67.0% | $2,670-53.7% |
| Participant deferral / active EE | $3,144 | $3,659-14.1% | $4,878-35.5% | $4,125-23.8% |
| Admin fee / account holder | $6,934 | $5,216+32.9% | $6,730+3.0% | $5,651+22.7% |