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 6-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 | $1,779,434 | $167,307+963.6% | $143,757+1137.8% | $134,475+1223.2% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -27.74% | 0.46%-28.2pp | -0.04%-27.7pp | 417.96%-445.7pp |
| Employer contribution / active EE | $6,750 | $5,619+20.1% | $4,951+36.3% | $4,740+42.4% |
| Participant deferral / active EE | $4,500 | $6,446-30.2% | $5,637-20.2% | $6,400-29.7% |
| Admin fee / account holder | $14,718 | $18,088-18.6% | $14,673+0.3% | $11,426+28.8% |