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 | $270,725 | $70,606+283.4% | $53,898+402.3% | $142,382+90.1% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 15.57% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5 | $1,202-99.6% | $932-99.5% | $4,299-99.9% |
| Participant deferral / active EE | $1,938 | $2,364-18.0% | $1,826+6.1% | $6,507-70.2% |
| Admin fee / account holder | $1,072 | $2,852-62.4% | $2,491-57.0% | $12,624-91.5% |