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 | $991,486 | $189,613+422.9% | $167,512+491.9% | $142,382+596.4% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 31.16% | 2024.68%-1993.5pp | 1615.79%-1584.6pp | 217.08%-185.9pp |
| Employer contribution / active EE | $5,329 | $4,349+22.5% | $3,882+37.3% | $4,299+23.9% |
| Participant deferral / active EE | $12,751 | $6,981+82.7% | $6,405+99.1% | $6,507+96.0% |
| Admin fee / account holder | $62,741 | $10,528+495.9% | $9,769+542.2% | $12,624+397.0% |