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 | $266,776 | $112,881+136.3% | $90,951+193.3% | $158,922+67.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 20.80% | 215.79%-195.0pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $5,893 | $2,893+103.7% | $2,122+177.7% | $4,761+23.8% |
| Participant deferral / active EE | $8,758 | $4,128+112.2% | $3,373+159.7% | $5,982+46.4% |
| Admin fee / account holder | $1,180 | $8,041-85.3% | $5,959-80.2% | $11,246-89.5% |