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 9-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 | $792,153 | $124,281+537.4% | $109,143+625.8% | $167,490+373.0% |
| Participation rate | 9.5% | 79.4%-69.9pp | 75.9%-66.4pp | 82.1%-72.6pp |
| Annual return | -30.36% | 26.04%-56.4pp | 25.75%-56.1pp | 478.56%-508.9pp |
| Employer contribution / active EE | $1,190 | $4,207-71.7% | $3,722-68.0% | $4,837-75.4% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,681 | $7,970-41.3% | $6,752-30.7% | $12,309-62.0% |