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 6-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 | $302,899 | $99,640+204.0% | $86,436+250.4% | $134,475+125.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 58070300.00% | 6782.58%+58063517.4pp | 4394.89%+58065905.1pp | 417.96%+58069882.0pp |
| Employer contribution / active EE | $2,297 | $4,400-47.8% | $3,769-39.1% | $4,740-51.5% |
| Participant deferral / active EE | $10,250 | $7,246+41.5% | $6,952+47.4% | $6,400+60.2% |
| Admin fee / account holder | $1,222 | $8,371-85.4% | $6,731-81.8% | $11,426-89.3% |