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 | $271,612 | $39,019+596.1% | $80,716+236.5% | $85,850+216.4% |
| Participation rate | 8.0% | 41.5%-33.5pp | 54.2%-46.2pp | 69.3%-61.3pp |
| Annual return | 2.42% | 26.27%-23.8pp | 87.28%-84.9pp | 318.53%-316.1pp |
| Employer contribution / active EE | $541 | $722-25.1% | $1,160-53.4% | $2,565-78.9% |
| Participant deferral / active EE | $1,478 | $1,326+11.5% | $2,146-31.1% | $3,952-62.6% |
| Admin fee / account holder | $1,168 | $2,431-52.0% | $3,380-65.5% | $6,260-81.3% |