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 | $291,945 | $72,071+305.1% | $68,368+327.0% | $137,256+112.7% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 18.44% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,198 | $2,788-21.2% | $2,649-17.0% | $4,156-47.1% |
| Participant deferral / active EE | $8,811 | $4,410+99.8% | $4,123+113.7% | $6,407+37.5% |
| Admin fee / account holder | $9,864 | $5,336+84.9% | $5,150+91.5% | $12,270-19.6% |