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 5-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 | $266,652 | $179,726+48.4% | $156,263+70.6% | $142,382+87.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 22.21% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $17,751 | $5,069+250.2% | $4,333+309.7% | $4,299+312.9% |
| Participant deferral / active EE | $9,744 | $6,956+40.1% | $6,158+58.2% | $6,507+49.7% |
| Admin fee / account holder | $1,015 | $17,272-94.1% | $14,255-92.9% | $12,624-92.0% |