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 | $284,747 | $127,386+123.5% | $115,037+147.5% | $125,391+127.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.96% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $13,730 | $5,166+165.8% | $4,608+198.0% | $4,866+182.2% |
| Participant deferral / active EE | $7,541 | $6,423+17.4% | $6,026+25.1% | $5,352+40.9% |
| Admin fee / account holder | $1,448 | $9,516-84.8% | $8,175-82.3% | $9,540-84.8% |