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 | $2,026,548 | $45,152+4388.3% | $73,843+2644.4% | $59,632+3298.4% |
| Participation rate | 3.2% | 64.0%-60.8pp | 73.4%-70.2pp | 68.7%-65.4pp |
| Annual return | -1.87% | 27.40%-29.3pp | 2267.84%-2269.7pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,315 | $1,902+21.7% | $2,787-16.9% | $2,203+5.1% |
| Participant deferral / active EE | $5,747 | $2,574+123.3% | $3,583+60.4% | $3,192+80.1% |
| Admin fee / account holder | $13,059 | $3,516+271.4% | $4,880+167.6% | $4,297+203.9% |