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 8-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 | $352,905 | $179,726+96.4% | $156,263+125.8% | $142,382+147.9% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 19.11% | 77.86%-58.7pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,461 | $5,069-51.5% | $4,333-43.2% | $4,299-42.8% |
| Participant deferral / active EE | $8,282 | $6,956+19.1% | $6,158+34.5% | $6,507+27.3% |
| Admin fee / account holder | $13,487 | $17,272-21.9% | $14,255-5.4% | $12,624+6.8% |