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 3-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 | $506,867 | $189,613+167.3% | $167,512+202.6% | $142,382+256.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 22.96% | 2024.68%-2001.7pp | 1615.79%-1592.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $23,000 | $4,349+428.9% | $3,882+492.5% | $4,299+435.0% |
| Participant deferral / active EE | $11,500 | $6,981+64.7% | $6,405+79.6% | $6,507+76.7% |
| Admin fee / account holder | $1,898 | $10,528-82.0% | $9,769-80.6% | $12,624-85.0% |