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 | $399,334 | $84,695+371.5% | $73,843+440.8% | $125,391+218.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | 2.22% | 3123.53%-3121.3pp | 2267.84%-2265.6pp | 282.22%-280.0pp |
| Employer contribution / active EE | $2,425 | $3,123-22.4% | $2,787-13.0% | $4,866-50.2% |
| Participant deferral / active EE | $5,071 | $3,992+27.0% | $3,583+41.5% | $5,352-5.2% |
| Admin fee / account holder | $53,217 | $5,691+835.1% | $4,880+990.5% | $9,540+457.8% |