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 | $281,806 | $152,460+84.8% | $118,746+137.3% | $147,584+90.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 18.28% | 17.41%+0.9pp | 24.54%-6.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,398 | $5,046-32.7% | $4,193-19.0% | $4,876-30.3% |
| Participant deferral / active EE | $15,600 | $6,212+151.1% | $5,332+192.6% | $5,439+186.8% |
| Admin fee / account holder | $1,231 | $16,953-92.7% | $10,720-88.5% | $10,885-88.7% |