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 | $292,319 | $114,381+155.6% | $107,525+171.9% | $142,382+105.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 14.74% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,258 | $4,015-43.7% | $3,754-39.8% | $4,299-47.5% |
| Participant deferral / active EE | $15,194 | $5,564+173.1% | $5,116+197.0% | $6,507+133.5% |
| Admin fee / account holder | $2,518 | $9,860-74.5% | $8,919-71.8% | $12,624-80.1% |