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 | $383,991 | $210,648+82.3% | $177,989+115.7% | $145,922+163.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.32% | 385.86%-367.5pp | 294.48%-276.2pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,874 | $4,565-58.9% | $3,949-52.5% | $4,660-59.8% |
| Participant deferral / active EE | $20,677 | $6,958+197.2% | $6,276+229.5% | $6,688+209.2% |
| Admin fee / account holder | $1,998 | $12,013-83.4% | $10,363-80.7% | $13,397-85.1% |