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 | $264,236 | $135,952+94.4% | $123,892+113.3% | $273,961-3.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 2.82% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,093 | $5,170-78.9% | $4,617-76.3% | $4,869-77.6% |
| Participant deferral / active EE | $7,434 | $6,343+17.2% | $5,984+24.2% | $5,287+40.6% |
| Admin fee / account holder | $1,598 | $9,817-83.7% | $8,357-80.9% | $10,132-84.2% |