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 | $302,195 | $111,724+170.5% | $93,606+222.8% | $145,922+107.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.72% | 202.98%-187.3pp | 133.20%-117.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,793 | $3,090-42.0% | $2,420-25.9% | $4,660-61.5% |
| Participant deferral / active EE | $13,520 | $4,912+175.3% | $4,411+206.5% | $6,688+102.2% |
| Admin fee / account holder | $8,007 | $10,250-21.9% | $8,285-3.4% | $13,397-40.2% |