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 | $439,233 | $74,888+486.5% | $71,209+516.8% | $142,382+208.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 15.10% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,071 | $2,854-27.5% | $2,721-23.9% | $4,299-51.8% |
| Participant deferral / active EE | $12,247 | $4,454+174.9% | $4,175+193.3% | $6,507+88.2% |
| Admin fee / account holder | $5,183 | $5,568-6.9% | $5,349-3.1% | $12,624-58.9% |