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 | $418,224 | $148,534+181.6% | $135,903+207.7% | $139,434+199.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 10.68% | 79.19%-68.5pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,183 | $5,243-39.3% | $4,856-34.5% | $4,751-33.0% |
| Participant deferral / active EE | $14,916 | $8,100+84.1% | $7,758+92.3% | $6,710+122.3% |
| Admin fee / account holder | $2,868 | $12,400-76.9% | $10,762-73.4% | $11,403-74.9% |