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 | $294,529 | $198,466+48.4% | $170,442+72.8% | $147,584+99.6% |
| Participation rate | 47.1% | 88.0%-40.9pp | 83.6%-36.5pp | 82.8%-35.8pp |
| Annual return | 6.82% | 257.29%-250.5pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,345 | $6,184-78.2% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $3,240 | $5,629-42.4% | $4,939-34.4% | $5,439-40.4% |
| Admin fee / account holder | $3,845 | $16,852-77.2% | $13,880-72.3% | $10,885-64.7% |