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 9-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 | $1,052,436 | $181,894+478.6% | $156,549+572.3% | $273,961+284.2% |
| Participation rate | 16.7% | 88.4%-71.7pp | 84.0%-67.3pp | 83.0%-66.3pp |
| Annual return | 1.03% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $6,405 | $6,248+2.5% | $5,501+16.4% | $4,869+31.6% |
| Participant deferral / active EE | $7,490 | $5,550+35.0% | $4,871+53.8% | $5,287+41.7% |
| Admin fee / account holder | $37,849 | $15,559+143.3% | $13,027+190.5% | $10,132+273.6% |