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 9-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 | $393,779 | $126,574+211.1% | $106,213+270.7% | $145,922+169.9% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 15.53% | 224.79%-209.3pp | 116.14%-100.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $7,400 | $3,730+98.4% | $3,171+133.3% | $4,660+58.8% |
| Participant deferral / active EE | $7,400 | $5,724+29.3% | $5,016+47.5% | $6,688+10.6% |
| Admin fee / account holder | $4,012 | $17,304-76.8% | $11,033-63.6% | $13,397-70.1% |