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 | $2,070,284 | $159,901+1194.7% | $146,958+1308.8% | $145,922+1318.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.82% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $29,233 | $5,286+453.0% | $4,933+492.6% | $4,660+527.4% |
| Participant deferral / active EE | $20,000 | $8,428+137.3% | $8,070+147.8% | $6,688+199.1% |
| Admin fee / account holder | $80,331 | $15,044+434.0% | $12,998+518.0% | $13,397+499.6% |