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 | $73,633 | $100,923-27.0% | $150,045-50.9% | $74,304-0.9% |
| Participation rate | 42.9% | 70.1%-27.1pp | 82.3%-39.4pp | 60.3%-17.4pp |
| Annual return | 1977.78% | 51.77%+1926.0pp | 62.55%+1915.2pp | 29.43%+1948.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,645 | $6,709-30.8% | $7,997-41.9% | $3,767+23.3% |
| Admin fee / account holder | $615 | $2,767-77.8% | $13,435-95.4% | $2,969-79.3% |