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 | $477,436 | $183,519+160.2% | $155,509+207.0% | $145,922+227.2% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 19.43% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,125 | $5,313-78.8% | $4,672-75.9% | $4,660-75.9% |
| Participant deferral / active EE | $7,650 | $6,462+18.4% | $5,626+36.0% | $6,688+14.4% |
| Admin fee / account holder | $3,009 | $19,313-84.4% | $15,912-81.1% | $13,397-77.5% |