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 | $1,748,383 | $95,561+1729.6% | $77,163+2165.8% | $139,434+1153.9% |
| Participation rate | 0.0% | 73.9%-73.9pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 31.58% | 54.92%-23.3pp | 37.87%-6.3pp | 372.94%-341.4pp |
| Employer contribution / active EE | $19,800 | $3,147+529.1% | $2,535+681.1% | $4,751+316.8% |
| Participant deferral / active EE | $30,000 | $4,624+548.9% | $3,833+682.6% | $6,710+347.1% |
| Admin fee / account holder | $269,504 | $8,295+3149.0% | $5,472+4825.0% | $11,403+2263.6% |