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 | $370,556 | $178,174+108.0% | $156,181+137.3% | $137,256+170.0% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 15.44% | 84.19%-68.8pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,223 | $4,972-35.2% | $4,294-24.9% | $4,156-22.5% |
| Participant deferral / active EE | $4,806 | $6,888-30.2% | $6,132-21.6% | $6,407-25.0% |
| Admin fee / account holder | $2,850 | $17,404-83.6% | $14,586-80.5% | $12,270-76.8% |