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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $251,487 | $189,613+32.6% | $167,512+50.1% | $142,382+76.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 9.14% | 2024.68%-2015.5pp | 1615.79%-1606.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $6,258 | $4,349+43.9% | $3,882+61.2% | $4,299+45.6% |
| Participant deferral / active EE | $8,108 | $6,981+16.1% | $6,405+26.6% | $6,507+24.6% |
| Admin fee / account holder | $81,032 | $10,528+669.7% | $9,769+729.5% | $12,624+541.9% |