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.
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 | $299,388 | $95,266+214.3% | $82,389+263.4% | $142,382+110.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 0.00% | 25.74%-25.7pp | 28.67%-28.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,880 | $2,991-37.1% | $2,517-25.3% | $4,299-56.3% |
| Participant deferral / active EE | $7,262 | $4,809+51.0% | $4,155+74.8% | $6,507+11.6% |
| Admin fee / account holder | $767 | $8,563-91.0% | $7,231-89.4% | $12,624-93.9% |