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 | $479,641 | $202,432+136.9% | $169,368+183.2% | $139,434+244.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 19.72% | 531.74%-512.0pp | 405.60%-385.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,946 | $4,692+26.7% | $4,013+48.2% | $4,751+25.2% |
| Participant deferral / active EE | $14,117 | $6,938+103.5% | $6,221+126.9% | $6,710+110.4% |
| Admin fee / account holder | $3,878 | $10,708-63.8% | $9,003-56.9% | $11,403-66.0% |