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 | $275,406 | $169,032+62.9% | $129,207+113.2% | $145,922+88.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 37.82% | 14330.11%-14292.3pp | 9417.33%-9379.5pp | 561.29%-523.5pp |
| Employer contribution / active EE | $2,750 | $5,537-50.3% | $4,153-33.8% | $4,660-41.0% |
| Participant deferral / active EE | $6,571 | $4,987+31.7% | $4,168+57.7% | $6,688-1.7% |
| Admin fee / account holder | $501 | $9,954-95.0% | $7,715-93.5% | $13,397-96.3% |