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 | $578,489 | $189,613+205.1% | $167,512+245.3% | $142,382+306.3% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 13.07% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,360 | $4,349-45.7% | $3,882-39.2% | $4,299-45.1% |
| Participant deferral / active EE | $13,840 | $6,981+98.2% | $6,405+116.1% | $6,507+112.7% |
| Admin fee / account holder | $41,310 | $10,528+292.4% | $9,769+322.9% | $12,624+227.2% |