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 | $305,548 | $114,381+167.1% | $107,525+184.2% | $142,382+114.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 21.05% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $8,913 | $4,015+122.0% | $3,754+137.4% | $4,299+107.3% |
| Participant deferral / active EE | $6,710 | $5,564+20.6% | $5,116+31.2% | $6,507+3.1% |
| Admin fee / account holder | $7,771 | $9,860-21.2% | $8,919-12.9% | $12,624-38.4% |