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 | $277,412 | $150,440+84.4% | $136,294+103.5% | $147,584+88.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 4.80% | 1049.08%-1044.3pp | 5155.94%-5151.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,961 | $5,256-62.7% | $4,695-58.2% | $4,876-59.8% |
| Participant deferral / active EE | $2,342 | $6,630-64.7% | $6,247-62.5% | $5,439-56.9% |
| Admin fee / account holder | $1,372 | $10,905-87.4% | $9,243-85.2% | $10,885-87.4% |