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 | $436,120 | $183,519+137.6% | $155,509+180.4% | $145,922+198.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.42% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $21,452 | $5,313+303.8% | $4,672+359.1% | $4,660+360.4% |
| Participant deferral / active EE | $13,392 | $6,462+107.2% | $5,626+138.0% | $6,688+100.2% |
| Admin fee / account holder | $3,137 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |