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 | $420,537 | $162,781+158.3% | $133,956+213.9% | $158,922+164.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 4.81% | 41.94%-37.1pp | 45.09%-40.3pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,946 | $4,975-40.8% | $3,919-24.8% | $4,761-38.1% |
| Participant deferral / active EE | $8,454 | $5,911+43.0% | $5,048+67.5% | $5,982+41.3% |
| Admin fee / account holder | $4,057 | $11,736-65.4% | $8,927-54.6% | $11,246-63.9% |