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 | $58,627+100.7% | $76,735+53.3% | $82,448+42.7% |
| Participation rate | 14.7% | 63.2%-48.6pp | 69.5%-54.8pp | 68.1%-53.4pp |
| Annual return | 1059.84% | 39.10%+1020.7pp | 29.77%+1030.1pp | 41.64%+1018.2pp |
| Employer contribution / active EE | $4,374 | $1,729+153.0% | $2,454+78.2% | $2,551+71.5% |
| Participant deferral / active EE | $18,457 | $3,134+489.0% | $4,088+351.5% | $4,139+345.9% |
| Admin fee / account holder | $1,607 | $5,323-69.8% | $7,189-77.7% | $7,234-77.8% |