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 | $326,100 | $152,587+113.7% | $125,175+160.5% | $152,861+113.3% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.4%-39.6pp |
| Annual return | 17.07% | 54.84%-37.8pp | 43.79%-26.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,202 | $4,946-55.5% | $3,865-43.0% | $4,762-53.8% |
| Participant deferral / active EE | $5,300 | $5,868-9.7% | $4,937+7.4% | $5,850-9.4% |
| Admin fee / account holder | $1,215 | $13,434-91.0% | $9,702-87.5% | $11,596-89.5% |