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 | $269,760 | $138,044+95.4% | $125,339+115.2% | $134,475+100.6% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -6.96% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $5,286 | $5,243+0.8% | $4,814+9.8% | $4,740+11.5% |
| Participant deferral / active EE | $9,137 | $7,799+17.2% | $7,446+22.7% | $6,400+42.8% |
| Admin fee / account holder | $13,022 | $11,571+12.5% | $10,010+30.1% | $11,426+14.0% |