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 | $318,327 | $169,032+88.3% | $129,207+146.4% | $145,922+118.1% |
| Participation rate | 54.5% | 76.4%-21.9pp | 69.6%-15.1pp | 80.3%-25.7pp |
| Annual return | 13.99% | 14330.11%-14316.1pp | 9417.33%-9403.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,154 | $5,537-79.2% | $4,153-72.2% | $4,660-75.2% |
| Participant deferral / active EE | $2,014 | $4,987-59.6% | $4,168-51.7% | $6,688-69.9% |
| Admin fee / account holder | $32,338 | $9,954+224.9% | $7,715+319.2% | $13,397+141.4% |