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 | $351,503 | $181,894+93.2% | $156,549+124.5% | $273,961+28.3% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 9.54% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,834 | $6,248-38.6% | $5,501-30.3% | $4,869-21.2% |
| Participant deferral / active EE | $11,468 | $5,550+106.6% | $4,871+135.4% | $5,287+116.9% |
| Admin fee / account holder | $3,987 | $15,559-74.4% | $13,027-69.4% | $10,132-60.6% |