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 | $434,697 | $106,515+308.1% | $96,683+349.6% | $139,434+211.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 22.03% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,067 | $4,103-49.6% | $3,737-44.7% | $4,751-56.5% |
| Participant deferral / active EE | $4,692 | $5,454-14.0% | $4,878-3.8% | $6,710-30.1% |
| Admin fee / account holder | $14,102 | $7,877+79.0% | $6,730+109.5% | $11,403+23.7% |