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 | $260,681 | $159,901+63.0% | $146,958+77.4% | $145,922+78.6% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 14.61% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,169 | $5,286-59.0% | $4,933-56.0% | $4,660-53.5% |
| Participant deferral / active EE | $3,978 | $8,428-52.8% | $8,070-50.7% | $6,688-40.5% |
| Admin fee / account holder | $7,802 | $15,044-48.1% | $12,998-40.0% | $13,397-41.8% |