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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,663 | $60,892+93.2% | $82,389+42.8% | $84,808+38.7% |
| Participation rate | 14.7% | 63.3%-48.6pp | 69.5%-54.9pp | 68.3%-53.6pp |
| Annual return | 1059.84% | 37.29%+1022.5pp | 28.67%+1031.2pp | 40.90%+1018.9pp |
| Employer contribution / active EE | $4,374 | $1,779+145.8% | $2,517+73.8% | $2,631+66.2% |
| Participant deferral / active EE | $18,457 | $3,179+480.7% | $4,155+344.3% | $4,212+338.2% |
| Admin fee / account holder | $1,607 | $5,467-70.6% | $7,231-77.8% | $7,344-78.1% |