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.)
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 | $255,540 | $71,050+259.7% | $93,606+173.0% | $80,856+216.0% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.3pp | 67.6%-33.3pp |
| Annual return | 11.51% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $840 | $1,564-46.3% | $2,420-65.3% | $2,755-69.5% |
| Participant deferral / active EE | $4,277 | $4,034+6.0% | $4,411-3.1% | $4,296-0.4% |
| Admin fee / account holder | $680 | $6,945-90.2% | $8,285-91.8% | $6,918-90.2% |