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 6-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 | $488,696 | $176,812+176.4% | $146,665+233.2% | $167,490+191.8% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.72% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,520 | $5,160+7.0% | $4,136+33.5% | $4,837+14.1% |
| Participant deferral / active EE | $13,937 | $6,440+116.4% | $5,506+153.1% | $6,341+119.8% |
| Admin fee / account holder | $8,281 | $13,259-37.5% | $10,280-19.4% | $12,309-32.7% |