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 | $11,539 | $74,888-84.6% | $71,209-83.8% | $142,382-91.9% |
| Participation rate | 41.2% | 76.2%-35.0pp | 73.8%-32.6pp | 80.1%-38.9pp |
| Annual return | 32.08% | 345.14%-313.1pp | 282.51%-250.4pp | 217.08%-185.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,350 | $4,454-24.8% | $4,175-19.8% | $6,507-48.5% |
| Admin fee / account holder | $2,232 | $5,568-59.9% | $5,349-58.3% | $12,624-82.3% |