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 | $314,229 | $106,584+194.8% | $101,326+210.1% | $142,382+120.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 11.24% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,315 | $3,956+34.3% | $3,665+45.0% | $4,299+23.6% |
| Participant deferral / active EE | $4,755 | $8,297-42.7% | $7,994-40.5% | $6,507-26.9% |
| Admin fee / account holder | $39,951 | $11,446+249.0% | $11,185+257.2% | $12,624+216.5% |