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 | $292,933 | $102,604+185.5% | $86,188+239.9% | $139,434+110.1% |
| Participation rate | 21.4% | 74.5%-53.1pp | 69.0%-47.5pp | 80.3%-58.9pp |
| Annual return | 16.71% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $685 | $3,032-77.4% | $2,380-71.2% | $4,751-85.6% |
| Participant deferral / active EE | $3,553 | $4,676-24.0% | $3,985-10.9% | $6,710-47.1% |
| Admin fee / account holder | $1,339 | $8,657-84.5% | $6,852-80.5% | $11,403-88.3% |