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 7-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 | $263,386 | $88,751+196.8% | $81,812+221.9% | $145,922+80.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 2192.24% | 1025.40%+1166.8pp | 773.79%+1418.4pp | 561.29%+1631.0pp |
| Employer contribution / active EE | $2,696 | $3,083-12.6% | $2,912-7.4% | $4,660-42.1% |
| Participant deferral / active EE | $9,627 | $4,643+107.3% | $4,319+122.9% | $6,688+43.9% |
| Admin fee / account holder | $902 | $8,415-89.3% | $7,386-87.8% | $13,397-93.3% |