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 | $279,226 | $172,111+62.2% | $150,298+85.8% | $137,256+103.4% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,121 | $4,636-11.1% | $4,154-0.8% | $4,156-0.8% |
| Participant deferral / active EE | $4,904 | $6,166-20.5% | $5,453-10.1% | $6,407-23.5% |
| Admin fee / account holder | $985 | $16,471-94.0% | $14,116-93.0% | $12,270-92.0% |