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 | $314,918 | $107,452+193.1% | $91,541+244.0% | $142,382+121.2% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.8%-22.7pp | 80.1%-33.1pp |
| Annual return | 13.21% | 22.06%-8.8pp | 20.50%-7.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,475 | $4,754-5.9% | $4,008+11.6% | $6,507-31.2% |
| Admin fee / account holder | $8,057 | $8,834-8.8% | $6,956+15.8% | $12,624-36.2% |