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 | $101,618+423.1% | $93,063+471.2% | $137,256+287.3% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 9.29% | 223.95%-214.7pp | 34.15%-24.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $500 | $2,707-81.5% | $2,476-79.8% | $4,156-88.0% |
| Participant deferral / active EE | $713 | $4,279-83.3% | $3,958-82.0% | $6,407-88.9% |
| Admin fee / account holder | $34,716 | $6,198+460.1% | $6,033+475.4% | $12,270+182.9% |