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 | $260,602 | $95,266+173.6% | $82,389+216.3% | $142,382+83.0% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 4.74% | 25.74%-21.0pp | 28.67%-23.9pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,412 | $2,991-52.8% | $2,517-43.9% | $4,299-67.2% |
| Participant deferral / active EE | $5,207 | $4,809+8.3% | $4,155+25.3% | $6,507-20.0% |
| Admin fee / account holder | $5,215 | $8,563-39.1% | $7,231-27.9% | $12,624-58.7% |