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 | $272,018 | $111,814+143.3% | $93,654+190.4% | $145,959+86.4% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 14.64% | 203.30%-188.7pp | 133.34%-118.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,404 | $3,092-54.6% | $2,421-42.0% | $4,661-69.9% |
| Participant deferral / active EE | $6,286 | $4,914+27.9% | $4,413+42.4% | $6,689-6.0% |
| Admin fee / account holder | $3,892 | $10,246-62.0% | $8,282-53.0% | $13,398-71.0% |