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 | $396,448 | $114,381+246.6% | $107,525+268.7% | $142,382+178.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 18.36% | 242.71%-224.3pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,570 | $4,015-11.1% | $3,754-4.9% | $4,299-17.0% |
| Participant deferral / active EE | $6,498 | $5,564+16.8% | $5,116+27.0% | $6,507-0.1% |
| Admin fee / account holder | $69,501 | $9,860+604.9% | $8,919+679.3% | $12,624+450.6% |