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 | $383,560 | $148,534+158.2% | $135,903+182.2% | $139,434+175.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 11.91% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,283 | $5,243-75.5% | $4,856-73.6% | $4,751-73.0% |
| Participant deferral / active EE | $10,500 | $8,100+29.6% | $7,758+35.3% | $6,710+56.5% |
| Admin fee / account holder | $2,910 | $12,400-76.5% | $10,762-73.0% | $11,403-74.5% |