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 | $389,468 | $189,613+105.4% | $167,512+132.5% | $142,382+173.5% |
| Participation rate | 18.8% | 80.1%-61.4pp | 77.1%-58.3pp | 80.1%-61.4pp |
| Annual return | 19.34% | 2024.68%-2005.3pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,748 | $6,981-46.3% | $6,405-41.5% | $6,507-42.4% |
| Admin fee / account holder | $4,306 | $10,528-59.1% | $9,769-55.9% | $12,624-65.9% |