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 | $610,379 | $54,705+1015.8% | $71,209+757.2% | $84,808+619.7% |
| Participation rate | 6.9% | 64.1%-57.2pp | 73.8%-66.9pp | 68.3%-61.4pp |
| Annual return | 11.04% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $289 | $2,158-86.6% | $2,721-89.4% | $2,631-89.0% |
| Participant deferral / active EE | $1,445 | $3,030-52.3% | $4,175-65.4% | $4,212-65.7% |
| Admin fee / account holder | $26,550 | $4,863+445.9% | $5,349+396.4% | $7,344+261.5% |