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 | $283,453 | $102,382+176.9% | $147,005+92.8% | $80,874+250.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 17.33% | 134.89%-117.6pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,999 | $3,715-46.2% | $4,934-59.5% | $2,756-27.5% |
| Participant deferral / active EE | $9,614 | $6,646+44.7% | $8,070+19.1% | $4,297+123.8% |
| Admin fee / account holder | $6,888 | $7,942-13.3% | $13,006-47.0% | $6,935-0.7% |