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 | $333,762 | $160,055+108.5% | $140,016+138.4% | $135,375+146.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.32% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,025 | $6,420-68.5% | $5,606-63.9% | $4,779-57.6% |
| Participant deferral / active EE | $16,333 | $7,642+113.7% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $12,019 | $13,328-9.8% | $10,705+12.3% | $10,827+11.0% |