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 | $566,589 | $106,584+431.6% | $101,326+459.2% | $142,382+297.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 81.5%-25.9pp | 80.1%-24.6pp |
| Annual return | 11.31% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,007 | $8,297+80.9% | $7,994+87.7% | $6,507+130.6% |
| Admin fee / account holder | $171,889 | $11,446+1401.7% | $11,185+1436.8% | $12,624+1261.6% |