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 | $319,301 | $183,519+74.0% | $155,509+105.3% | $145,922+118.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 32.35% | 61.17%-28.8pp | 64.67%-32.3pp | 561.29%-528.9pp |
| Employer contribution / active EE | $3,532 | $5,313-33.5% | $4,672-24.4% | $4,660-24.2% |
| Participant deferral / active EE | $12,876 | $6,462+99.2% | $5,626+128.9% | $6,688+92.5% |
| Admin fee / account holder | $3,666 | $19,313-81.0% | $15,912-77.0% | $13,397-72.6% |