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 | $292,973 | $159,602+83.6% | $150,045+95.3% | $142,382+105.8% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 14.27% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,387 | $4,961+8.6% | $4,693+14.8% | $4,299+25.3% |
| Participant deferral / active EE | $8,566 | $8,310+3.1% | $7,997+7.1% | $6,507+31.6% |
| Admin fee / account holder | $22,355 | $14,846+50.6% | $13,435+66.4% | $12,624+77.1% |