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 | $482,292 | $107,334+349.3% | $92,893+419.2% | $152,861+215.5% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 6.55% | 145.58%-139.0pp | 109.41%-102.9pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,144 | $4,221-72.9% | $3,653-68.7% | $4,762-76.0% |
| Participant deferral / active EE | $3,110 | $4,845-35.8% | $4,236-26.6% | $5,850-46.8% |
| Admin fee / account holder | $5,035 | $7,079-28.9% | $5,794-13.1% | $11,596-56.6% |