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 | $334,784 | $111,535+200.2% | $105,223+218.2% | $137,256+143.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 9.62% | 237.85%-228.2pp | 180.65%-171.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,034 | $3,939-73.8% | $3,689-72.0% | $4,156-75.1% |
| Participant deferral / active EE | $29,000 | $5,500+427.3% | $5,072+471.8% | $6,407+352.6% |
| Admin fee / account holder | $17,051 | $9,721+75.4% | $8,859+92.5% | $12,270+39.0% |