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 | $637,189 | $154,117+313.4% | $129,995+390.2% | $139,434+357.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 4.36% | 32.48%-28.1pp | -137.18%+141.5pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,198 | $5,289-77.4% | $4,320-72.3% | $4,751-74.8% |
| Participant deferral / active EE | $15,658 | $6,710+133.4% | $5,820+169.0% | $6,710+133.3% |
| Admin fee / account holder | $10,789 | $14,007-23.0% | $10,614+1.6% | $11,403-5.4% |