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 | $273,931 | $180,749+51.6% | $160,784+70.4% | $137,256+99.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 14.21% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,563 | $4,155-62.4% | $3,733-58.1% | $4,156-62.4% |
| Participant deferral / active EE | $3,293 | $6,844-51.9% | $6,293-47.7% | $6,407-48.6% |
| Admin fee / account holder | $3,389 | $10,397-67.4% | $9,717-65.1% | $12,270-72.4% |