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 | $299,070 | $111,724+167.7% | $93,606+219.5% | $145,922+105.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 15.10% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,659 | $3,090-46.3% | $2,420-31.4% | $4,660-64.4% |
| Participant deferral / active EE | $5,391 | $4,912+9.8% | $4,411+22.2% | $6,688-19.4% |
| Admin fee / account holder | $7,585 | $10,250-26.0% | $8,285-8.5% | $13,397-43.4% |