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 5-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 | $268,529 | $70,606+280.3% | $53,898+398.2% | $142,382+88.6% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 6.92% | 619.81%-612.9pp | 528.60%-521.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,105 | $1,202-8.1% | $932+18.6% | $4,299-74.3% |
| Participant deferral / active EE | $1,500 | $2,364-36.5% | $1,826-17.8% | $6,507-76.9% |
| Admin fee / account holder | $1,775 | $2,852-37.8% | $2,491-28.8% | $12,624-85.9% |