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 | $276,458 | $105,860+161.2% | $90,749+204.6% | $134,475+105.6% |
| Participation rate | 38.1% | 78.2%-40.2pp | 75.7%-37.6pp | 81.2%-43.1pp |
| Annual return | -20.01% | -11.01%-9.0pp | -12.16%-7.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,989 | $3,462-42.6% | $2,921-31.9% | $4,740-58.0% |
| Participant deferral / active EE | $1,810 | $5,216-65.3% | $4,564-60.3% | $6,400-71.7% |
| Admin fee / account holder | $28,485 | $13,938+104.4% | $8,445+237.3% | $11,426+149.3% |