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 | $327,798 | $189,613+72.9% | $167,512+95.7% | $142,382+130.2% |
| Participation rate | 35.0% | 80.1%-45.1pp | 77.1%-42.1pp | 80.1%-45.1pp |
| Annual return | 17.93% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,313 | $4,349-46.8% | $3,882-40.4% | $4,299-46.2% |
| Participant deferral / active EE | $4,770 | $6,981-31.7% | $6,405-25.5% | $6,507-26.7% |
| Admin fee / account holder | $3,188 | $10,528-69.7% | $9,769-67.4% | $12,624-74.7% |