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 | $262,827 | $150,440+74.7% | $136,294+92.8% | $147,584+78.1% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 19.57% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $8,314 | $5,256+58.2% | $4,695+77.1% | $4,876+70.5% |
| Participant deferral / active EE | $9,333 | $6,630+40.8% | $6,247+49.4% | $5,439+71.6% |
| Admin fee / account holder | $6,326 | $10,905-42.0% | $9,243-31.6% | $10,885-41.9% |