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 8-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 | $259,229 | $114,381+126.6% | $107,525+141.1% | $142,382+82.1% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 11.49% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,637 | $4,015-34.3% | $3,754-29.7% | $4,299-38.7% |
| Participant deferral / active EE | $6,412 | $5,564+15.2% | $5,116+25.3% | $6,507-1.5% |
| Admin fee / account holder | $2,715 | $9,860-72.5% | $8,919-69.6% | $12,624-78.5% |