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 | $252,560 | $214,378+17.8% | $200,582+25.9% | $142,382+77.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 17.72% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,060 | $6,841+3.2% | $6,419+10.0% | $4,299+64.2% |
| Participant deferral / active EE | $14,040 | $9,865+42.3% | $9,331+50.5% | $6,507+115.8% |
| Admin fee / account holder | $7,110 | $17,692-59.8% | $16,305-56.4% | $12,624-43.7% |