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 | $280,116 | $117,841+137.7% | $102,423+173.5% | $145,922+92.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.26% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,534 | $3,615-29.9% | $3,023-16.2% | $4,660-45.6% |
| Participant deferral / active EE | $8,258 | $5,731+44.1% | $5,053+63.4% | $6,688+23.5% |
| Admin fee / account holder | $38,562 | $13,326+189.4% | $9,451+308.0% | $13,397+187.8% |