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 | $867,699 | $177,572+388.6% | $154,803+460.5% | $142,382+509.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.51% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,822 | $4,810-20.5% | $4,305-11.2% | $4,299-11.1% |
| Participant deferral / active EE | $6,873 | $6,272+9.6% | $5,540+24.0% | $6,507+5.6% |
| Admin fee / account holder | $8,287 | $16,786-50.6% | $14,329-42.2% | $12,624-34.4% |