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 9-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 | $270,672 | $96,635+180.1% | $86,612+212.5% | $139,434+94.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.48% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,678 | $3,263-17.9% | $3,022-11.4% | $4,751-43.6% |
| Participant deferral / active EE | $12,000 | $4,836+148.1% | $4,438+170.4% | $6,710+78.8% |
| Admin fee / account holder | $3,707 | $6,408-42.1% | $5,614-34.0% | $11,403-67.5% |