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 | $274,760 | $167,307+64.2% | $143,757+91.1% | $134,475+104.3% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,376 | $5,619-75.5% | $4,951-72.2% | $4,740-71.0% |
| Participant deferral / active EE | $7,843 | $6,446+21.7% | $5,637+39.1% | $6,400+22.5% |
| Admin fee / account holder | $270,646 | $18,088+1396.3% | $14,673+1744.5% | $11,426+2268.7% |