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 | $283,814 | $106,515+166.5% | $96,683+193.6% | $139,434+103.5% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 5.24% | 38.43%-33.2pp | 35.69%-30.5pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,443 | $4,103-64.8% | $3,737-61.4% | $4,751-69.6% |
| Participant deferral / active EE | $4,286 | $5,454-21.4% | $4,878-12.1% | $6,710-36.1% |
| Admin fee / account holder | $960 | $7,877-87.8% | $6,730-85.7% | $11,403-91.6% |