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 | $558,851 | $74,888+646.2% | $71,209+684.8% | $142,382+292.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 11.53% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $10,891 | $2,854+281.6% | $2,721+300.3% | $4,299+153.3% |
| Participant deferral / active EE | $12,400 | $4,454+178.4% | $4,175+197.0% | $6,507+90.6% |
| Admin fee / account holder | $4,067 | $5,568-27.0% | $5,349-24.0% | $12,624-67.8% |