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 | $747,866 | $88,594+744.1% | $70,092+967.0% | $134,475+456.1% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -33.99% | 442.67%-476.7pp | 190.73%-224.7pp | 417.96%-452.0pp |
| Employer contribution / active EE | $9,150 | $3,233+183.0% | $2,559+257.6% | $4,740+93.1% |
| Participant deferral / active EE | $13,500 | $4,772+182.9% | $3,849+250.8% | $6,400+110.9% |
| Admin fee / account holder | $13,239 | $10,441+26.8% | $6,267+111.3% | $11,426+15.9% |