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 6-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 | $897,888 | $214,378+318.8% | $200,582+347.6% | $142,382+530.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 32.53% | 46.41%-13.9pp | 42.33%-9.8pp | 217.08%-184.5pp |
| Employer contribution / active EE | $1,497 | $6,841-78.1% | $6,419-76.7% | $4,299-65.2% |
| Participant deferral / active EE | $3,374 | $9,865-65.8% | $9,331-63.8% | $6,507-48.2% |
| Admin fee / account holder | $38,528 | $17,692+117.8% | $16,305+136.3% | $12,624+205.2% |