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 | $317,016 | $150,440+110.7% | $136,294+132.6% | $147,584+114.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.60% | 1049.08%-1026.5pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,268 | $5,256-56.9% | $4,695-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $6,387 | $6,630-3.7% | $6,247+2.2% | $5,439+17.4% |
| Admin fee / account holder | $12,775 | $10,905+17.1% | $9,243+38.2% | $10,885+17.4% |