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 | $837,004 | $133,958+524.8% | $112,228+645.8% | $134,475+522.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -29.95% | 47.11%-77.1pp | 27.45%-57.4pp | 417.96%-447.9pp |
| Employer contribution / active EE | $1,866 | $4,038-53.8% | $3,635-48.7% | $4,740-60.6% |
| Participant deferral / active EE | $5,200 | $5,291-1.7% | $4,728+10.0% | $6,400-18.7% |
| Admin fee / account holder | $5,842 | $7,489-22.0% | $6,410-8.9% | $11,426-48.9% |