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 | $273,400 | $56,060+387.7% | $76,002+259.7% | $80,874+238.1% |
| Participation rate | 43.9% | 62.0%-18.1pp | 69.1%-25.2pp | 67.6%-23.7pp |
| Annual return | 8.90% | 20.54%-11.6pp | 360.07%-351.2pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,062 | $1,873+10.1% | $2,688-23.3% | $2,756-25.2% |
| Participant deferral / active EE | $4,548 | $3,051+49.0% | $4,257+6.8% | $4,297+5.8% |
| Admin fee / account holder | $14,437 | $5,237+175.6% | $6,414+125.1% | $6,935+108.2% |