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 | $494,959 | $152,587+224.4% | $125,175+295.4% | $152,861+223.8% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 6.86% | 54.84%-48.0pp | 43.79%-36.9pp | 345.32%-338.5pp |
| Employer contribution / active EE | $7,295 | $4,946+47.5% | $3,865+88.7% | $4,762+53.2% |
| Participant deferral / active EE | $2,705 | $5,868-53.9% | $4,937-45.2% | $5,850-53.8% |
| Admin fee / account holder | $359 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |