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 | $440,281 | $148,534+196.4% | $135,903+224.0% | $139,434+215.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 25.62% | 79.19%-53.6pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,263 | $5,243-75.9% | $4,856-74.0% | $4,751-73.4% |
| Participant deferral / active EE | $6,869 | $8,100-15.2% | $7,758-11.5% | $6,710+2.4% |
| Admin fee / account holder | $4,725 | $12,400-61.9% | $10,762-56.1% | $11,403-58.6% |