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 | $331,847 | $73,933+348.8% | $96,683+243.2% | $75,163+341.5% |
| Participation rate | 67.7% | 66.4%+1.3pp | 74.3%-6.6pp | 67.2%+0.6pp |
| Annual return | 11.86% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.8pp |
| Employer contribution / active EE | $19,938 | $2,928+581.0% | $3,737+433.6% | $2,670+646.8% |
| Participant deferral / active EE | $6,112 | $3,659+67.0% | $4,878+25.3% | $4,125+48.2% |
| Admin fee / account holder | $41,030 | $5,216+686.6% | $6,730+509.7% | $5,651+626.1% |