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 | $414,809 | $72,071+475.6% | $68,368+506.7% | $137,256+202.2% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.8%-63.8pp | 80.0%-70.0pp |
| Annual return | 11.67% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $996 | $2,788-64.3% | $2,649-62.4% | $4,156-76.0% |
| Participant deferral / active EE | $2,636 | $4,410-40.2% | $4,123-36.1% | $6,407-58.9% |
| Admin fee / account holder | $1,000 | $5,336-81.3% | $5,150-80.6% | $12,270-91.9% |