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 | $501,069 | $105,998+372.7% | $92,233+443.3% | $147,584+239.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | -0.31% | 50.05%-50.4pp | 176.28%-176.6pp | 578.55%-578.9pp |
| Employer contribution / active EE | $893 | $4,333-79.4% | $3,679-75.7% | $4,876-81.7% |
| Participant deferral / active EE | $2,735 | $4,478-38.9% | $3,897-29.8% | $5,439-49.7% |
| Admin fee / account holder | $10,534 | $6,332+66.3% | $5,194+102.8% | $10,885-3.2% |