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 | $482,090 | $165,335+191.6% | $149,696+222.0% | $158,922+203.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 5.11% | 348.15%-343.0pp | 276.60%-271.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $6,250 | $5,103+22.5% | $4,644+34.6% | $4,761+31.3% |
| Participant deferral / active EE | $4,533 | $7,181-36.9% | $6,842-33.7% | $5,982-24.2% |
| Admin fee / account holder | $30,178 | $10,807+179.3% | $9,309+224.2% | $11,246+168.3% |