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 | $1,206,500 | $154,228+682.3% | $145,433+729.6% | $137,256+779.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.83% | 74.59%-62.8pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $23,250 | $4,804+384.0% | $4,554+410.5% | $4,156+459.4% |
| Participant deferral / active EE | $17,375 | $8,216+111.5% | $7,897+120.0% | $6,407+171.2% |
| Admin fee / account holder | $16,501 | $14,344+15.0% | $13,129+25.7% | $12,270+34.5% |