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 8-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 | $335,316 | $60,022+458.7% | $88,946+277.0% | $84,808+295.4% |
| Participation rate | 4.2% | 57.8%-53.7pp | 68.8%-64.7pp | 68.3%-64.1pp |
| Annual return | 22.09% | 22.43%-0.3pp | 57.82%-35.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $560 | $1,703-67.1% | $2,555-78.1% | $2,631-78.7% |
| Participant deferral / active EE | $1,250 | $3,114-59.9% | $4,581-72.7% | $4,212-70.3% |
| Admin fee / account holder | $20,000 | $4,811+315.7% | $8,261+142.1% | $7,344+172.3% |