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 | $561,951 | $189,613+196.4% | $167,512+235.5% | $142,382+294.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.92% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $13,927 | $4,349+220.2% | $3,882+258.8% | $4,299+224.0% |
| Participant deferral / active EE | $6,475 | $6,981-7.3% | $6,405+1.1% | $6,507-0.5% |
| Admin fee / account holder | $22,770 | $10,528+116.3% | $9,769+133.1% | $12,624+80.4% |