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 | $757,277 | $189,613+299.4% | $167,512+352.1% | $142,382+431.9% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 16.33% | 2024.68%-2008.3pp | 1615.79%-1599.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,149 | $4,349+110.4% | $3,882+135.7% | $4,299+112.8% |
| Participant deferral / active EE | $18,179 | $6,981+160.4% | $6,405+183.8% | $6,507+179.4% |
| Admin fee / account holder | $3,259 | $10,528-69.0% | $9,769-66.6% | $12,624-74.2% |