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 4-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 | $357,693 | $189,613+88.6% | $167,512+113.5% | $142,382+151.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 21.51% | 2024.68%-2003.2pp | 1615.79%-1594.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $7,007 | $4,349+61.1% | $3,882+80.5% | $4,299+63.0% |
| Participant deferral / active EE | $14,724 | $6,981+110.9% | $6,405+129.9% | $6,507+126.3% |
| Admin fee / account holder | $1,531 | $10,528-85.5% | $9,769-84.3% | $12,624-87.9% |