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 | $403,820 | $167,307+141.4% | $143,757+180.9% | $134,475+200.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.47% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $6,281 | $5,619+11.8% | $4,951+26.9% | $4,740+32.5% |
| Participant deferral / active EE | $22,673 | $6,446+251.7% | $5,637+302.2% | $6,400+254.3% |
| Admin fee / account holder | $2,573 | $18,088-85.8% | $14,673-82.5% | $11,426-77.5% |