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 | $422,961 | $100,852+319.4% | $90,404+367.9% | $158,922+166.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 4.56% | 1724.20%-1719.6pp | 1293.02%-1288.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $3,008 | $3,689-18.5% | $3,262-7.8% | $4,761-36.8% |
| Participant deferral / active EE | $6,216 | $4,348+43.0% | $3,963+56.8% | $5,982+3.9% |
| Admin fee / account holder | $4,727 | $6,501-27.3% | $5,611-15.7% | $11,246-58.0% |