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 | $776,768 | $189,613+309.7% | $167,512+363.7% | $142,382+445.6% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 13.82% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,580 | $4,349-63.7% | $3,882-59.3% | $4,299-63.3% |
| Participant deferral / active EE | $10,488 | $6,981+50.2% | $6,405+63.8% | $6,507+61.2% |
| Admin fee / account holder | $66,983 | $10,528+536.2% | $9,769+585.7% | $12,624+430.6% |