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 9-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 | $277,657 | $179,726+54.5% | $156,263+77.7% | $142,382+95.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 19.24% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,798 | $5,069-44.8% | $4,333-35.4% | $4,299-34.9% |
| Participant deferral / active EE | $13,133 | $6,956+88.8% | $6,158+113.3% | $6,507+101.8% |
| Admin fee / account holder | $1,213 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |