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 | $258,805 | $109,817+135.7% | $98,442+162.9% | $167,490+54.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.45% | 1956.69%-1940.2pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $996 | $3,224-69.1% | $2,960-66.4% | $4,837-79.4% |
| Participant deferral / active EE | $5,017 | $4,673+7.3% | $4,276+17.3% | $6,341-20.9% |
| Admin fee / account holder | $3,310 | $6,753-51.0% | $5,949-44.4% | $12,309-73.1% |