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 | $531,548 | $104,974+406.4% | $95,585+456.1% | $142,382+273.3% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 9.29% | 210.33%-201.0pp | 38.56%-29.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $500 | $2,779-82.0% | $2,527-80.2% | $4,299-88.4% |
| Participant deferral / active EE | $713 | $4,352-83.6% | $4,023-82.3% | $6,507-89.0% |
| Admin fee / account holder | $34,716 | $6,386+443.6% | $6,127+466.6% | $12,624+175.0% |