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 | $261,091 | $87,166+199.5% | $76,735+240.3% | $137,256+90.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 14.40% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,189 | $2,904+9.8% | $2,454+29.9% | $4,156-23.3% |
| Participant deferral / active EE | $1,863 | $4,726-60.6% | $4,088-54.4% | $6,407-70.9% |
| Admin fee / account holder | $12,530 | $8,403+49.1% | $7,189+74.3% | $12,270+2.1% |