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 | $259,598 | $175,202+48.2% | $149,673+73.4% | $139,434+86.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 33.02% | 166.71%-133.7pp | 134.42%-101.4pp | 372.94%-339.9pp |
| Employer contribution / active EE | $3,146 | $5,474-42.5% | $4,818-34.7% | $4,751-33.8% |
| Participant deferral / active EE | $6,618 | $6,519+1.5% | $5,680+16.5% | $6,710-1.4% |
| Admin fee / account holder | $44,536 | $16,150+175.8% | $13,210+237.1% | $11,403+290.6% |