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 6-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 | $1,035,906 | $209,411+394.7% | $178,490+480.4% | $158,922+551.8% |
| Participation rate | 20.0% | 86.3%-66.3pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 4.53% | 188.75%-184.2pp | 151.07%-146.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $10,100 | $5,706+77.0% | $5,011+101.6% | $4,761+112.1% |
| Participant deferral / active EE | $3,900 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $6,953 | $17,074-59.3% | $13,984-50.3% | $11,246-38.2% |