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 | $1,185,550 | $56,629+1993.6% | $77,999+1419.9% | $55,167+2049.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.5%-75.5pp | 69.0%-69.0pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $467 | $1,723-72.9% | $2,470-81.1% | $1,963-76.2% |
| Participant deferral / active EE | $2,934 | $2,777+5.7% | $3,497-16.1% | $3,054-3.9% |
| Admin fee / account holder | $9,044 | $467+1838.6% | $5,480+65.0% | $504+1694.7% |