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 | $271,735 | $162,781+66.9% | $133,956+102.9% | $158,922+71.0% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 20.69% | 41.94%-21.2pp | 45.09%-24.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,378 | $4,975-52.2% | $3,919-39.3% | $4,761-50.1% |
| Participant deferral / active EE | $3,746 | $5,911-36.6% | $5,048-25.8% | $5,982-37.4% |
| Admin fee / account holder | $22,365 | $11,736+90.6% | $8,927+150.5% | $11,246+98.9% |