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 | $603,777 | $159,602+278.3% | $150,045+302.4% | $142,382+324.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 12.21% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,821 | $4,961+57.7% | $4,693+66.6% | $4,299+81.9% |
| Participant deferral / active EE | $12,730 | $8,310+53.2% | $7,997+59.2% | $6,507+95.6% |
| Admin fee / account holder | $1,254 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |